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Lehman Financial Resources’s The Mosaic Company MOS Stock Holding History

Lehman Financial Resources’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
2015
Q4 		– Sell
-2,000
Closed -$62K – 231
2015
Q3 		$62K Hold
2,000
– – 0.03% 130
2015
Q2 		$93K Hold
2,000
– – 0.05% 110
2015
Q1 		$92K Hold
2,000
– – 0.04% 112
2014
Q4 		$91K Buy
+2,000
New +$88.6K 0.04% 104
2014
Q1 		– Sell
-500
Closed -$24K – 410
2013
Q4 		$24K Hold
500
– – 0.01% 199
2013
Q3 		$22K Hold
500
– – 0.01% 194
2013
Q2 		$27K Buy
+500
New +$29.8K 0.02% 147

Other funds holding MOS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IC
Institutional Capital Chicago, Illinois $6.75B AUM 3.44% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Lehman Financial Resources's MOS Position: Q4 2015 in Review

Lehman Financial Resources sold out of The Mosaic Company (MOS) in Q4 2015, closing a stake of 2,000 shares — an estimated $62K sold.

Lehman Financial Resources first reported a position in MOS in Q2 2013 and held it in 7 quarters. The position peaked at $93K in Q2 2015. 521 funds tracked by Wall St. Rank hold MOS as of Q4 2015.

  • Lehman Financial Resources reported no remaining The Mosaic Company position as of Q4 2015 after selling out during the quarter.
  • Lehman Financial Resources sold 2,000 The Mosaic Company shares in Q4 2015, an estimated $62K.
  • Lehman Financial Resources first reported a position in The Mosaic Company in Q2 2013 and held it in 7 quarters.
  • Lehman Financial Resources's The Mosaic Company position peaked at $93K in Q2 2015.
  • 521 funds tracked by Wall St. Rank held The Mosaic Company as of Q4 2015.

Based on Lehman Financial Resources's 13F filing for Q4 2015, filed 17 Feb 2016.