Joel Isaacson & Co’s The Mosaic Company MOS Stock Holding History

Joel Isaacson & Co’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 Q1	–	Sell	-500	Closed	-$15K	–	391
2016 Q4	$15K	Sell	500 -500	-50%	-$13.4K	﹤0.01%	460
2016 Q3	$24K	Hold	1,000	–	–	﹤0.01%	439
2016 Q2	$26K	Hold	1,000	–	–	0.01%	422
2016 Q1	$27K	Hold	1,000	–	–	0.01%	430
2015 Q4	$28K	Hold	1,000	–	–	0.01%	419
2015 Q3	$31K	Hold	1,000	–	–	0.01%	406
2015 Q2	$47K	Hold	1,000	–	–	0.01%	370
2015 Q1	$46K	Hold	1,000	–	–	0.01%	367
2014 Q4	$46K	Hold	1,000	–	–	0.01%	339
2014 Q3	$44K	Hold	1,000	–	–	0.01%	323
2014 Q2	$49K	Hold	1,000	–	–	0.02%	308
2014 Q1	$50K	Hold	1,000	–	–	0.02%	298
2013 Q4	$47K	Hold	1,000	–	–	0.02%	276
2013 Q3	$43K	Hold	1,000	–	–	0.02%	279
2013 Q2	$54K	Buy	+1,000	New	+$59.5K	0.03%	219

Other funds holding MOS

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Joel Isaacson & Co's MOS Position: Q1 2017 in Review

Joel Isaacson & Co sold out of The Mosaic Company (MOS) in Q1 2017, closing a stake of 500 shares — an estimated $15K sold.

Joel Isaacson & Co first reported a position in MOS in Q2 2013 and held it in 15 quarters. The position peaked at $54K in Q2 2013. 541 funds tracked by Wall St. Rank hold MOS as of Q1 2017.

Joel Isaacson & Co reported no remaining The Mosaic Company position as of Q1 2017 after selling out during the quarter.
Joel Isaacson & Co sold 500 The Mosaic Company shares in Q1 2017, an estimated $15K.
Joel Isaacson & Co first reported a position in The Mosaic Company in Q2 2013 and held it in 15 quarters.
Joel Isaacson & Co's The Mosaic Company position peaked at $54K in Q2 2013.
541 funds tracked by Wall St. Rank held The Mosaic Company as of Q1 2017.

Based on Joel Isaacson & Co's 13F filing for Q1 2017, filed 5 May 2017.