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KMS Financial Services’s The Mosaic Company MOS Stock Holding History

KMS Financial Services’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
2014
Q3 		$386K Hold
8,695
– – 0.05% 316
2014
Q2 		$430K Sell
8,695
-385
-4% -$19K 0.06% 308
2014
Q1 		$454K Sell
9,080
-1,200
-12% -$57.2K 0.07% 283
2013
Q4 		$486K Sell
10,280
-400
-4% -$18.6K 0.08% 270
2013
Q3 		$459K Buy
+10,680
New +$497K 0.11% 213

Other funds holding MOS

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ARCT
Anne Ray Charitable Trust Eden Prairie, Minnesota $18.9M AUM 0.28% 1-Year Est. Return
MACF
Margaret A Cargill Foundation Eden Prairie, Minnesota $21.5M AUM 6.62% 1-Year Est. Return
SCP
SailingStone Capital Partners Houston, Texas $440M AUM 127.21% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

KMS Financial Services's MOS Position: Q3 2014 in Review

KMS Financial Services held its The Mosaic Company (MOS) position steady in Q3 2014 at 8,695 shares worth $386K. The position accounts for 0.05% of the portfolio, ranked #316.

KMS Financial Services first reported a position in MOS in Q3 2013 and has held it in 5 quarters since. The position peaked at $486K in Q4 2013. 525 funds tracked by Wall St. Rank hold MOS as of Q3 2014.

  • KMS Financial Services held 8,695 shares of The Mosaic Company worth $386K as of Q3 2014.
  • KMS Financial Services left its The Mosaic Company share count unchanged in Q3 2014.
  • The Mosaic Company made up 0.05% of KMS Financial Services's portfolio in Q3 2014, its #316 holding.
  • KMS Financial Services first reported a position in The Mosaic Company in Q3 2013 and has held it in 5 quarters since.
  • KMS Financial Services's The Mosaic Company position peaked at $486K in Q4 2013.
  • 525 funds tracked by Wall St. Rank held The Mosaic Company as of Q3 2014.

Based on KMS Financial Services's 13F filing for Q3 2014, filed 14 Nov 2014.