McAdams Wright Ragen’s The Mosaic Company MOS Stock Holding History

McAdams Wright Ragen’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	$30.9M	Sell	694,684 -65,672	-9%	-$3.09M	1.73%	13
2014 Q2	$37.6M	Buy	760,356 +13,906	+2%	+$685K	2.1%	7
2014 Q1	$37.3M	Buy	746,450 +35,787	+5%	+$1.7M	2.31%	7
2013 Q4	$33.6M	Buy	710,663 +49,013	+7%	+$2.27M	2.22%	6
2013 Q3	$28.5M	Buy	661,650 +617,795	+1,409%	+$28.8M	2.25%	6
2013 Q2	$2.36M	Buy	+43,855	New	+$2.61M	0.19%	113

Other funds holding MOS

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Temasek Holdings Singapore $30.5B AUM 13.98% 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

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

McAdams Wright Ragen's MOS Position: Q3 2014 in Review

McAdams Wright Ragen reduced its The Mosaic Company (MOS) stake by 8.6% in Q3 2014, selling an estimated $3.09M and leaving 694,684 shares worth $30.9M. The position accounts for 1.73% of the portfolio, ranked #13.

McAdams Wright Ragen first reported a position in MOS in Q2 2013 and has held it in 6 quarters since. The position peaked at $37.6M in Q2 2014. 525 funds tracked by Wall St. Rank hold MOS as of Q3 2014.

McAdams Wright Ragen held 694,684 shares of The Mosaic Company worth $30.9M as of Q3 2014.
McAdams Wright Ragen sold 65,672 The Mosaic Company shares in Q3 2014, an estimated $3.09M.
The Mosaic Company made up 1.73% of McAdams Wright Ragen's portfolio in Q3 2014, its #13 holding.
McAdams Wright Ragen first reported a position in The Mosaic Company in Q2 2013 and has held it in 6 quarters since.
McAdams Wright Ragen's The Mosaic Company position peaked at $37.6M in Q2 2014.
525 funds tracked by Wall St. Rank held The Mosaic Company as of Q3 2014.

Based on McAdams Wright Ragen's 13F filing for Q3 2014, filed 14 Nov 2014.