Kavar Capital Partners Group’s The Mosaic Company MOS Stock Holding History

Kavar Capital Partners Group’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	–	Sell	-82	Closed	-$2K	–	271
2015 Q4	$2K	Buy	82 +10	+14%	+$319	﹤0.01%	358
2015 Q3	$2K	Buy	72 +10	+16%	+$413	﹤0.01%	359
2015 Q2	$2K	Buy	+62	New	+$2.81K	﹤0.01%	391
2014 Q2	–	Sell	-32	Closed	-$1K	–	320
2014 Q1	$1K	Buy	32 +2	+7%	+$95	﹤0.01%	458
2013 Q4	$1K	Buy	+30	New	+$1.39K	﹤0.01%	432

Other funds holding MOS

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

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

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

BIT

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

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

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

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

Kavar Capital Partners Group's MOS Position: Q1 2016 in Review

Kavar Capital Partners Group sold out of The Mosaic Company (MOS) in Q1 2016, closing a stake of 82 shares — an estimated $2K sold.

Kavar Capital Partners Group first reported a position in MOS in Q4 2013 and held it in 5 quarters. The position peaked at $2K in Q4 2015. 510 funds tracked by Wall St. Rank hold MOS as of Q1 2016.

Kavar Capital Partners Group reported no remaining The Mosaic Company position as of Q1 2016 after selling out during the quarter.
Kavar Capital Partners Group sold 82 The Mosaic Company shares in Q1 2016, an estimated $2K.
Kavar Capital Partners Group first reported a position in The Mosaic Company in Q4 2013 and held it in 5 quarters.
Kavar Capital Partners Group's The Mosaic Company position peaked at $2K in Q4 2015.
510 funds tracked by Wall St. Rank held The Mosaic Company as of Q1 2016.

Based on Kavar Capital Partners Group's 13F filing for Q1 2016, filed 13 May 2019.