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Richard C. Young & Co’s The Mosaic Company MOS Stock Holding History

Richard C. Young & Co’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
2016
Q1 		– Sell
-30,760
Closed -$849K – 71
2015
Q4 		$849K Buy
+30,760
New +$982K 0.19% 63
2015
Q3 		– Sell
-64,512
Closed -$3.02M – 74
2015
Q2 		$3.02M Sell
64,512
-12,280
-16% -$557K 0.68% 51
2015
Q1 		$3.54M Buy
76,792
+588
+0.8% +$28.7K 0.77% 48
2014
Q4 		$3.48M Buy
76,204
+198
+0.3% +$8.78K 0.74% 48
2014
Q3 		$3.38M Buy
76,006
+463
+0.6% +$21.8K 0.72% 47
2014
Q2 		$3.74M Buy
75,543
+2,197
+3% +$108K 0.76% 48
2014
Q1 		$3.67M Buy
+73,346
New +$3.49M 0.78% 44

Other funds holding MOS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Richard C. Young & Co's MOS Position: Q1 2016 in Review

Richard C. Young & Co sold out of The Mosaic Company (MOS) in Q1 2016, closing a stake of 30,760 shares — an estimated $849K sold.

Richard C. Young & Co first reported a position in MOS in Q1 2014 and held it in 7 quarters. The position peaked at $3.74M in Q2 2014. 511 funds tracked by Wall St. Rank hold MOS as of Q1 2016.

  • Richard C. Young & Co reported no remaining The Mosaic Company position as of Q1 2016 after selling out during the quarter.
  • Richard C. Young & Co sold 30,760 The Mosaic Company shares in Q1 2016, an estimated $849K.
  • Richard C. Young & Co first reported a position in The Mosaic Company in Q1 2014 and held it in 7 quarters.
  • Richard C. Young & Co's The Mosaic Company position peaked at $3.74M in Q2 2014.
  • 511 funds tracked by Wall St. Rank held The Mosaic Company as of Q1 2016.

Based on Richard C. Young & Co's 13F filing for Q1 2016, filed 10 May 2016.