Security National Trust’s The Mosaic Company MOS Stock Holding History

Security National Trust’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
2018 Q4	–	Sell	-161	Closed	-$5K	–	379
2018 Q3	$5K	Hold	161	–	–	﹤0.01%	361
2018 Q2	$5K	Buy	+161	New	+$4.37K	﹤0.01%	369
2015 Q1	–	Sell	-246	Closed	-$11K	–	496
2014 Q4	$11K	Buy	246 +214	+669%	+$9.48K	﹤0.01%	403
2014 Q3	$1K	Buy	+32	New	+$1.5K	﹤0.01%	507

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 $3.38T AUM 44.17% 1-Year Est. Return

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

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Security National Trust's MOS Position: Q4 2018 in Review

Security National Trust sold out of The Mosaic Company (MOS) in Q4 2018, closing a stake of 161 shares — an estimated $5K sold.

Security National Trust first reported a position in MOS in Q3 2014 and held it in 4 quarters. The position peaked at $11K in Q4 2014. 587 funds tracked by Wall St. Rank hold MOS as of Q4 2018.

Security National Trust reported no remaining The Mosaic Company position as of Q4 2018 after selling out during the quarter.
Security National Trust sold 161 The Mosaic Company shares in Q4 2018, an estimated $5K.
Security National Trust first reported a position in The Mosaic Company in Q3 2014 and held it in 4 quarters.
Security National Trust's The Mosaic Company position peaked at $11K in Q4 2014.
587 funds tracked by Wall St. Rank held The Mosaic Company as of Q4 2018.

Based on Security National Trust's 13F filing for Q4 2018, filed 25 Jan 2019.