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Oak Point Wealth Management’s The Mosaic Company MOS Stock Holding History

Oak Point Wealth 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
2018
Q1 		– Sell
-81
Closed -$2K – 234
2017
Q4 		$2K Buy
+81
New +$1.86K ﹤0.01% 197

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
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return

Oak Point Wealth Management's MOS Position: Q1 2018 in Review

Oak Point Wealth Management sold out of The Mosaic Company (MOS) in Q1 2018, closing a stake of 81 shares — an estimated $2K sold.

Oak Point Wealth Management first reported a position in MOS in Q4 2017 and held it in 1 quarter. The position peaked at $2K in Q4 2017. 536 funds tracked by Wall St. Rank hold MOS as of Q1 2018.

  • Oak Point Wealth Management reported no remaining The Mosaic Company position as of Q1 2018 after selling out during the quarter.
  • Oak Point Wealth Management sold 81 The Mosaic Company shares in Q1 2018, an estimated $2K.
  • Oak Point Wealth Management first reported a position in The Mosaic Company in Q4 2017 and held it in 1 quarter.
  • Oak Point Wealth Management's The Mosaic Company position peaked at $2K in Q4 2017.
  • 536 funds tracked by Wall St. Rank held The Mosaic Company as of Q1 2018.

Based on Oak Point Wealth Management's 13F filing for Q1 2018, filed 30 Apr 2018.