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Independence Trust’s The Mosaic Company MOS Stock Holding History

Independence Trust’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
2017
Q4 		$259K Sell
10,100
-5,000
-33% -$115K 0.29% 59
2017
Q3 		$326K Hold
15,100
– – 0.37% 45
2017
Q2 		$345K Sell
15,100
-300
-2% -$7.36K 0.41% 42
2017
Q1 		$449K Sell
15,400
-300
-2% -$9.26K 0.58% 34
2016
Q4 		$460K Buy
+15,700
New +$421K 0.63% 30

Other funds holding MOS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.65B AUM 26.74% 1-Year Est. Return

Independence Trust's MOS Position: Q4 2017 in Review

Independence Trust reduced its The Mosaic Company (MOS) stake by 33% in Q4 2017, selling an estimated $115K and leaving 10,100 shares worth $259K. The position accounts for 0.29% of the portfolio, ranked #59.

Independence Trust first reported a position in MOS in Q4 2016 and has held it in 5 quarters since. The position peaked at $460K in Q4 2016. 511 funds tracked by Wall St. Rank hold MOS as of Q4 2017.

  • Independence Trust held 10,100 shares of The Mosaic Company worth $259K as of Q4 2017.
  • Independence Trust sold 5,000 The Mosaic Company shares in Q4 2017, an estimated $115K.
  • The Mosaic Company made up 0.29% of Independence Trust's portfolio in Q4 2017, its #59 holding.
  • Independence Trust first reported a position in The Mosaic Company in Q4 2016 and has held it in 5 quarters since.
  • Independence Trust's The Mosaic Company position peaked at $460K in Q4 2016.
  • 511 funds tracked by Wall St. Rank held The Mosaic Company as of Q4 2017.

Based on Independence Trust's 13F filing for Q4 2017, filed 8 Feb 2018.