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Round Table Investment Management’s The Mosaic Company MOS Stock Holding History

Round Table Investment 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
2014
Q1 		– Sell
-19,732
Closed -$933K – 67
2013
Q4 		$933K Buy
+19,732
New +$915K 0.1% 35

Other funds holding MOS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IC
Institutional Capital Chicago, Illinois $6.75B AUM 3.44% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Round Table Investment Management's MOS Position: Q1 2014 in Review

Round Table Investment Management sold out of The Mosaic Company (MOS) in Q1 2014, closing a stake of 19,732 shares — an estimated $933K sold.

Round Table Investment Management first reported a position in MOS in Q4 2013 and held it in 1 quarter. The position peaked at $933K in Q4 2013. 547 funds tracked by Wall St. Rank hold MOS as of Q1 2014.

  • Round Table Investment Management reported no remaining The Mosaic Company position as of Q1 2014 after selling out during the quarter.
  • Round Table Investment Management sold 19,732 The Mosaic Company shares in Q1 2014, an estimated $933K.
  • Round Table Investment Management first reported a position in The Mosaic Company in Q4 2013 and held it in 1 quarter.
  • Round Table Investment Management's The Mosaic Company position peaked at $933K in Q4 2013.
  • 547 funds tracked by Wall St. Rank held The Mosaic Company as of Q1 2014.

Based on Round Table Investment Management's 13F filing for Q1 2014, filed 15 May 2014.