Pinnacle Summer Investments’s The Mosaic Company MOS Stock Holding History

Pinnacle Summer Investments’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	-29	Closed	-$1K	–	922
2015 Q3	$1K	Buy	+29	New	+$1.2K	﹤0.01%	953
2015 Q2	–	Sell	-29	Closed	-$1K	–	864
2015 Q1	$1K	Hold	29	–	–	﹤0.01%	972
2014 Q4	$1K	Hold	29	–	–	﹤0.01%	989
2014 Q3	$1K	Hold	29	–	–	﹤0.01%	1027
2014 Q2	$1K	Sell	29 -25,296	-100%	-$1.25M	﹤0.01%	966
2014 Q1	$1.27M	Sell	25,325 -167	-0.7%	-$7.96K	0.16%	95
2013 Q4	$1.21M	Sell	25,492 -166	-0.6%	-$7.7K	0.16%	90
2013 Q3	$1.1M	Sell	25,658 -510	-2%	-$23.7K	0.2%	87
2013 Q2	$1.41M	Buy	+26,168	New	+$1.56M	0.35%	53

Other funds holding MOS

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Institutional Capital Chicago, Illinois $6.75B AUM 3.51% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Pinnacle Summer Investments's MOS Position: Q4 2015 in Review

Pinnacle Summer Investments sold out of The Mosaic Company (MOS) in Q4 2015, closing a stake of 29 shares — an estimated $1K sold.

Pinnacle Summer Investments first reported a position in MOS in Q2 2013 and held it in 9 quarters. The position peaked at $1.41M in Q2 2013. 522 funds tracked by Wall St. Rank hold MOS as of Q4 2015.

Pinnacle Summer Investments reported no remaining The Mosaic Company position as of Q4 2015 after selling out during the quarter.
Pinnacle Summer Investments sold 29 The Mosaic Company shares in Q4 2015, an estimated $1K.
Pinnacle Summer Investments first reported a position in The Mosaic Company in Q2 2013 and held it in 9 quarters.
Pinnacle Summer Investments's The Mosaic Company position peaked at $1.41M in Q2 2013.
522 funds tracked by Wall St. Rank held The Mosaic Company as of Q4 2015.

Based on Pinnacle Summer Investments's 13F filing for Q4 2015, filed 16 Feb 2016.