SRH Advisors’s The Mosaic Company MOS Stock Holding History

SRH Advisors’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
2015 Q4	–	Sell	-101	Closed	-$3K	–	257
2015 Q3	$3K	Buy	+101	New	+$4.17K	0.02%	159

Other funds holding MOS

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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 Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Institutional Capital Chicago, Illinois $6.75B AUM 3.44% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

SRH Advisors's MOS Position: Q4 2015 in Review

SRH Advisors sold out of The Mosaic Company (MOS) in Q4 2015, closing a stake of 101 shares — an estimated $3K sold.

SRH Advisors first reported a position in MOS in Q3 2015 and held it in 1 quarter. The position peaked at $3K in Q3 2015. 521 funds tracked by Wall St. Rank hold MOS as of Q4 2015.

SRH Advisors reported no remaining The Mosaic Company position as of Q4 2015 after selling out during the quarter.
SRH Advisors sold 101 The Mosaic Company shares in Q4 2015, an estimated $3K.
SRH Advisors first reported a position in The Mosaic Company in Q3 2015 and held it in 1 quarter.
SRH Advisors's The Mosaic Company position peaked at $3K in Q3 2015.
521 funds tracked by Wall St. Rank held The Mosaic Company as of Q4 2015.

Based on SRH Advisors's 13F filing for Q4 2015, filed 16 Feb 2016.