NCM
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Nelson Capital Management’s The Mosaic Company MOS Stock Holding History

Nelson Capital Management’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
2017
Q1 		– Sell
-119
Closed -$3K – 260
2016
Q4 		$3K Hold
119
– – ﹤0.01% 239
2016
Q3 		$3K Hold
119
– – ﹤0.01% 238
2016
Q2 		$3K Buy
+119
New +$3.16K ﹤0.01% 246

Other funds holding MOS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Nelson Capital Management's MOS Position: Q1 2017 in Review

Nelson Capital Management sold out of The Mosaic Company (MOS) in Q1 2017, closing a stake of 119 shares — an estimated $3K sold.

Nelson Capital Management first reported a position in MOS in Q2 2016 and held it in 3 quarters. The position peaked at $3K in Q4 2016. 541 funds tracked by Wall St. Rank hold MOS as of Q1 2017.

  • Nelson Capital Management reported no remaining The Mosaic Company position as of Q1 2017 after selling out during the quarter.
  • Nelson Capital Management sold 119 The Mosaic Company shares in Q1 2017, an estimated $3K.
  • Nelson Capital Management first reported a position in The Mosaic Company in Q2 2016 and held it in 3 quarters.
  • Nelson Capital Management's The Mosaic Company position peaked at $3K in Q4 2016.
  • 541 funds tracked by Wall St. Rank held The Mosaic Company as of Q1 2017.

Based on Nelson Capital Management's 13F filing for Q1 2017, filed 3 May 2017.