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Kelleher Financial Advisors’s The Mosaic Company MOS Stock Holding History

Kelleher Financial Advisors’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
2018
Q4 		– Sell
-7,316
Closed -$238K – 87
2018
Q3 		$238K Sell
7,316
-2,150
-23% -$64.8K 0.31% 77
2018
Q2 		$266K Hold
9,466
– – 0.38% 69
2018
Q1 		$230K Buy
9,466
+1,316
+16% +$34.6K 0.31% 76
2017
Q4 		$209K Buy
+8,150
New +$187K 0.33% 75

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 $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Kelleher Financial Advisors's MOS Position: Q4 2018 in Review

Kelleher Financial Advisors sold out of The Mosaic Company (MOS) in Q4 2018, closing a stake of 7,316 shares — an estimated $238K sold.

Kelleher Financial Advisors first reported a position in MOS in Q4 2017 and held it in 4 quarters. The position peaked at $266K in Q2 2018. 587 funds tracked by Wall St. Rank hold MOS as of Q4 2018.

  • Kelleher Financial Advisors reported no remaining The Mosaic Company position as of Q4 2018 after selling out during the quarter.
  • Kelleher Financial Advisors sold 7,316 The Mosaic Company shares in Q4 2018, an estimated $238K.
  • Kelleher Financial Advisors first reported a position in The Mosaic Company in Q4 2017 and held it in 4 quarters.
  • Kelleher Financial Advisors's The Mosaic Company position peaked at $266K in Q2 2018.
  • 587 funds tracked by Wall St. Rank held The Mosaic Company as of Q4 2018.

Based on Kelleher Financial Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.