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Rockefeller Financial Services’s The Mosaic Company MOS Stock Holding History

Rockefeller Financial Services’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
-300
Closed -$9K – 486
2016
Q4 		$9K Buy
+300
New +$8.05K ﹤0.01% 473

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

Rockefeller Financial Services's MOS Position: Q1 2017 in Review

Rockefeller Financial Services sold out of The Mosaic Company (MOS) in Q1 2017, closing a stake of 300 shares — an estimated $9K sold.

Rockefeller Financial Services first reported a position in MOS in Q4 2016 and held it in 1 quarter. The position peaked at $9K in Q4 2016. 541 funds tracked by Wall St. Rank hold MOS as of Q1 2017.

  • Rockefeller Financial Services reported no remaining The Mosaic Company position as of Q1 2017 after selling out during the quarter.
  • Rockefeller Financial Services sold 300 The Mosaic Company shares in Q1 2017, an estimated $9K.
  • Rockefeller Financial Services first reported a position in The Mosaic Company in Q4 2016 and held it in 1 quarter.
  • Rockefeller Financial Services's The Mosaic Company position peaked at $9K in Q4 2016.
  • 541 funds tracked by Wall St. Rank held The Mosaic Company as of Q1 2017.

Based on Rockefeller Financial Services's 13F filing for Q1 2017, filed 28 Apr 2017.