IPC
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Independent Portfolio Consultants’s The Mosaic Company MOS Stock Holding History

Independent Portfolio Consultants’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
Q2 		– Sell
-4,680
Closed -$137K – 823
2017
Q1 		$137K Sell
4,680
-3,059
-40% -$94.4K 0.05% 390
2016
Q4 		$227K Buy
7,739
+369
+5% +$9.9K 0.07% 296
2016
Q3 		$180K Sell
7,370
-290
-4% -$7.91K 0.06% 349
2016
Q2 		$201K Buy
7,660
+670
+10% +$17.8K 0.06% 328
2016
Q1 		$189K Buy
+6,990
New +$182K 0.05% 349
2015
Q3 		– Sell
-865
Closed -$41K – 842
2015
Q2 		$41K Buy
865
+585
+209% +$26.5K 0.01% 648
2015
Q1 		$13K Buy
+280
New +$13.7K ﹤0.01% 714

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.65B AUM 26.74% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Independent Portfolio Consultants's MOS Position: Q2 2017 in Review

Independent Portfolio Consultants sold out of The Mosaic Company (MOS) in Q2 2017, closing a stake of 4,680 shares — an estimated $137K sold.

Independent Portfolio Consultants first reported a position in MOS in Q1 2015 and held it in 7 quarters. The position peaked at $227K in Q4 2016. 486 funds tracked by Wall St. Rank hold MOS as of Q2 2017.

  • Independent Portfolio Consultants reported no remaining The Mosaic Company position as of Q2 2017 after selling out during the quarter.
  • Independent Portfolio Consultants sold 4,680 The Mosaic Company shares in Q2 2017, an estimated $137K.
  • Independent Portfolio Consultants first reported a position in The Mosaic Company in Q1 2015 and held it in 7 quarters.
  • Independent Portfolio Consultants's The Mosaic Company position peaked at $227K in Q4 2016.
  • 486 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.