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Torch Wealth Management’s The Mosaic Company MOS Stock Holding History

Torch Wealth 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
2017
Q4 		– Sell
-22,875
Closed -$494K – 105
2017
Q3 		$494K Sell
22,875
-100
-0.4% -$2.17K 0.32% 68
2017
Q2 		$525K Sell
22,975
-400
-2% -$9.82K 0.36% 65
2017
Q1 		$682K Buy
23,375
+5,100
+28% +$157K 0.45% 57
2016
Q4 		$536K Sell
18,275
-4,900
-21% -$131K 0.38% 62
2016
Q3 		$567K Hold
23,175
– – 0.41% 59
2016
Q2 		$607K Buy
+23,175
New +$615K 0.44% 60

Other funds holding MOS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.65B AUM 26.74% 1-Year Est. Return

Torch Wealth Management's MOS Position: Q4 2017 in Review

Torch Wealth Management sold out of The Mosaic Company (MOS) in Q4 2017, closing a stake of 22,875 shares — an estimated $494K sold.

Torch Wealth Management first reported a position in MOS in Q2 2016 and held it in 6 quarters. The position peaked at $682K in Q1 2017. 511 funds tracked by Wall St. Rank hold MOS as of Q4 2017.

  • Torch Wealth Management reported no remaining The Mosaic Company position as of Q4 2017 after selling out during the quarter.
  • Torch Wealth Management sold 22,875 The Mosaic Company shares in Q4 2017, an estimated $494K.
  • Torch Wealth Management first reported a position in The Mosaic Company in Q2 2016 and held it in 6 quarters.
  • Torch Wealth Management's The Mosaic Company position peaked at $682K in Q1 2017.
  • 511 funds tracked by Wall St. Rank held The Mosaic Company as of Q4 2017.

Based on Torch Wealth Management's 13F filing for Q4 2017, filed 30 Jan 2018.