Tradewinds Capital Management’s The Mosaic Company MOS Stock Holding History

Tradewinds Capital 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 Q1	–	Sell	-150	Closed	-$4K	–	636
2018 Q4	$4K	Sell	150 -1,500	-91%	-$49.4K	﹤0.01%	494
2018 Q3	$54K	Buy	1,650 +150	+10%	+$4.52K	0.02%	205
2018 Q2	$42K	Hold	1,500	–	–	0.02%	234
2018 Q1	$36K	Hold	1,500	–	–	0.02%	235
2017 Q4	$38K	Hold	1,500	–	–	0.02%	236
2017 Q3	$32K	Hold	1,500	–	–	0.02%	248
2017 Q2	$34K	Hold	1,500	–	–	0.02%	236
2017 Q1	$44K	Sell	1,500 -891	-37%	-$27.5K	0.03%	217
2016 Q4	$70K	Buy	2,391 +891	+59%	+$23.9K	0.05%	170
2016 Q3	$37K	Hold	1,500	–	–	0.03%	231
2016 Q2	$39K	Hold	1,500	–	–	0.03%	223
2016 Q1	$41K	Buy	1,500 +800	+114%	+$20.9K	0.03%	240
2015 Q4	$19K	Buy	+700	New	+$22.3K	0.01%	312

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

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 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

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

Norges Bank Oslo, Norway $1T AUM

Tradewinds Capital Management's MOS Position: Q1 2019 in Review

Tradewinds Capital Management sold out of The Mosaic Company (MOS) in Q1 2019, closing a stake of 150 shares — an estimated $4K sold.

Tradewinds Capital Management first reported a position in MOS in Q4 2015 and held it in 13 quarters. The position peaked at $70K in Q4 2016. 543 funds tracked by Wall St. Rank hold MOS as of Q1 2019.

Tradewinds Capital Management reported no remaining The Mosaic Company position as of Q1 2019 after selling out during the quarter.
Tradewinds Capital Management sold 150 The Mosaic Company shares in Q1 2019, an estimated $4K.
Tradewinds Capital Management first reported a position in The Mosaic Company in Q4 2015 and held it in 13 quarters.
Tradewinds Capital Management's The Mosaic Company position peaked at $70K in Q4 2016.
543 funds tracked by Wall St. Rank held The Mosaic Company as of Q1 2019.

Based on Tradewinds Capital Management's 13F filing for Q1 2019, filed 23 Apr 2019.