SMFS
MOS icon

Squar Milner Financial Services’s The Mosaic Company MOS Stock Holding History

Squar Milner 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
2019
Q3 		– Sell
-1,878
Closed -$47K – 522
2019
Q2 		$47K Buy
1,878
+1,757
+1,452% +$42.9K 0.03% 358
2019
Q1 		$3K Buy
+121
New +$3.69K ﹤0.01% 736

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Squar Milner Financial Services's MOS Position: Q3 2019 in Review

Squar Milner Financial Services sold out of The Mosaic Company (MOS) in Q3 2019, closing a stake of 1,878 shares — an estimated $47K sold.

Squar Milner Financial Services first reported a position in MOS in Q1 2019 and held it in 2 quarters. The position peaked at $47K in Q2 2019. 445 funds tracked by Wall St. Rank hold MOS as of Q3 2019.

  • Squar Milner Financial Services reported no remaining The Mosaic Company position as of Q3 2019 after selling out during the quarter.
  • Squar Milner Financial Services sold 1,878 The Mosaic Company shares in Q3 2019, an estimated $47K.
  • Squar Milner Financial Services first reported a position in The Mosaic Company in Q1 2019 and held it in 2 quarters.
  • Squar Milner Financial Services's The Mosaic Company position peaked at $47K in Q2 2019.
  • 445 funds tracked by Wall St. Rank held The Mosaic Company as of Q3 2019.

Based on Squar Milner Financial Services's 13F filing for Q3 2019, filed 22 Oct 2019.