Royal Fund Management’s The Mosaic Company MOS Stock Holding History

Royal Fund 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
2019 Q2	–	Sell	-45	Closed	-$1K	–	615
2019 Q1	$1K	Sell	45 -22	-33%	-$671	﹤0.01%	552
2018 Q4	$1K	Buy	67 +45	+205%	+$1.48K	﹤0.01%	538
2018 Q3	$0	Hold	22	–	–	﹤0.01%	609
2018 Q2	$0	Hold	22	–	–	﹤0.01%	606
2018 Q1	$0	Sell	22 -541	-96%	-$14.2K	﹤0.01%	636
2017 Q4	$14K	Buy	563 +541	+2,459%	+$12.4K	0.01%	330
2017 Q3	$0	Hold	22	–	–	﹤0.01%	500
2017 Q2	$0	Buy	+22	New	+$540	﹤0.01%	489
2017 Q1	–	Sell	-475	Closed	-$13K	–	449
2016 Q4	$13K	Buy	+475	New	+$12.7K	0.01%	236

Other funds holding MOS

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Royal Fund Management's MOS Position: Q2 2019 in Review

Royal Fund Management sold out of The Mosaic Company (MOS) in Q2 2019, closing a stake of 45 shares — an estimated $1K sold.

Royal Fund Management first reported a position in MOS in Q4 2016 and held it in 9 quarters. The position peaked at $14K in Q4 2017. 503 funds tracked by Wall St. Rank hold MOS as of Q2 2019.

Royal Fund Management reported no remaining The Mosaic Company position as of Q2 2019 after selling out during the quarter.
Royal Fund Management sold 45 The Mosaic Company shares in Q2 2019, an estimated $1K.
Royal Fund Management first reported a position in The Mosaic Company in Q4 2016 and held it in 9 quarters.
Royal Fund Management's The Mosaic Company position peaked at $14K in Q4 2017.
503 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2019.

Based on Royal Fund Management's 13F filing for Q2 2019, filed 8 May 2020.