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Realta Investment Advisors’s The Mosaic Company MOS Stock Holding History

Realta Investment Advisors’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
2020
Q1 		– Sell
-200
Closed -$4K – 969
2019
Q4 		$4K Hold
200
– – ﹤0.01% 1398
2019
Q3 		$4K Sell
200
-83
-29% -$1.81K ﹤0.01% 1391
2019
Q2 		$7K Buy
283
+83
+42% +$2.03K ﹤0.01% 1261
2019
Q1 		$5K Buy
+200
New +$6.1K ﹤0.01% 1077

Other funds holding MOS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SPC
Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Realta Investment Advisors's MOS Position: Q1 2020 in Review

Realta Investment Advisors sold out of The Mosaic Company (MOS) in Q1 2020, closing a stake of 200 shares — an estimated $4K sold.

Realta Investment Advisors first reported a position in MOS in Q1 2019 and held it in 4 quarters. The position peaked at $7K in Q2 2019. 436 funds tracked by Wall St. Rank hold MOS as of Q1 2020.

  • Realta Investment Advisors reported no remaining The Mosaic Company position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 200 The Mosaic Company shares in Q1 2020, an estimated $4K.
  • Realta Investment Advisors first reported a position in The Mosaic Company in Q1 2019 and held it in 4 quarters.
  • Realta Investment Advisors's The Mosaic Company position peaked at $7K in Q2 2019.
  • 436 funds tracked by Wall St. Rank held The Mosaic Company as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.