Gupta Wealth Management’s The Mosaic Company MOS Stock Holding History

Gupta Wealth Management’s Portfolio MOS Stock Details MOS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	$10K	Buy	356 +130	+58%	+$3.39K	﹤0.01%	857
2015 Q4	$6K	Buy	+226	New	+$7.21K	﹤0.01%	992
2015 Q2	–	Sell	-8	Closed	–	–	1298
2015 Q1	$0	Buy	+8	New	+$391	﹤0.01%	1158

Other funds holding MOS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Gupta Wealth Management's MOS Position: Q1 2016 in Review

Gupta Wealth Management increased its The Mosaic Company (MOS) stake by 58% in Q1 2016, buying an estimated $3.39K and bringing the position to 356 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #857.

Gupta Wealth Management first reported a position in MOS in Q1 2015 and has held it in 3 quarters since. 512 funds tracked by Wall St. Rank hold MOS as of Q1 2016.

Gupta Wealth Management held 356 shares of The Mosaic Company worth $10K as of Q1 2016.
Gupta Wealth Management bought 130 The Mosaic Company shares in Q1 2016, an estimated $3.39K.
The Mosaic Company made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #857 holding.
Gupta Wealth Management first reported a position in The Mosaic Company in Q1 2015 and has held it in 3 quarters since.
512 funds tracked by Wall St. Rank held The Mosaic Company as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.