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

Legacy 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
2019
Q2 		– Sell
-559
Closed -$15K – 609
2019
Q1 		$15K Hold
559
– – 0.01% 524
2018
Q4 		$16K Buy
+559
New +$18.4K 0.01% 456

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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Legacy Financial Advisors's MOS Position: Q2 2019 in Review

Legacy Financial Advisors sold out of The Mosaic Company (MOS) in Q2 2019, closing a stake of 559 shares — an estimated $15K sold.

Legacy Financial Advisors first reported a position in MOS in Q4 2018 and held it in 2 quarters. The position peaked at $16K in Q4 2018. 503 funds tracked by Wall St. Rank hold MOS as of Q2 2019.

  • Legacy Financial Advisors reported no remaining The Mosaic Company position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 559 The Mosaic Company shares in Q2 2019, an estimated $15K.
  • Legacy Financial Advisors first reported a position in The Mosaic Company in Q4 2018 and held it in 2 quarters.
  • Legacy Financial Advisors's The Mosaic Company position peaked at $16K in Q4 2018.
  • 503 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.