UR
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USCA RIA’s The Mosaic Company MOS Stock Holding History

USCA RIA’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
Q4 		– Sell
-14,430
Closed -$296K – 478
2019
Q3 		$296K Sell
14,430
-2,196
-13% -$47.8K 0.03% 373
2019
Q2 		$416K Buy
16,626
+888
+6% +$21.7K 0.04% 325
2019
Q1 		$430K Buy
15,738
+3,102
+25% +$94.6K 0.05% 294
2018
Q4 		$369K Sell
12,636
-1,860
-13% -$61.2K 0.05% 301
2018
Q3 		$471K Buy
14,496
+1,319
+10% +$39.7K 0.05% 317
2018
Q2 		$370K Buy
13,177
+652
+5% +$17.7K 0.04% 340
2018
Q1 		$304K Buy
12,525
+1,731
+16% +$45.5K 0.03% 367
2017
Q4 		$277K Sell
10,794
-6,685
-38% -$154K 0.03% 369
2017
Q3 		$399K Hold
17,479
– – 0.05% 317
2017
Q2 		$399K Buy
17,479
+857
+5% +$21K 0.05% 318
2017
Q1 		$485K Buy
16,622
+1,617
+11% +$49.9K 0.07% 270
2016
Q4 		$440K Sell
15,005
-2,485
-14% -$66.7K 0.07% 269
2016
Q3 		$428K Buy
17,490
+2,419
+16% +$66K 0.07% 265
2016
Q2 		$395K Buy
+15,071
New +$400K 0.07% 270

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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

USCA RIA's MOS Position: Q4 2019 in Review

USCA RIA sold out of The Mosaic Company (MOS) in Q4 2019, closing a stake of 14,430 shares — an estimated $296K sold.

USCA RIA first reported a position in MOS in Q2 2016 and held it in 14 quarters. The position peaked at $485K in Q1 2017. 438 funds tracked by Wall St. Rank hold MOS as of Q4 2019.

  • USCA RIA reported no remaining The Mosaic Company position as of Q4 2019 after selling out during the quarter.
  • USCA RIA sold 14,430 The Mosaic Company shares in Q4 2019, an estimated $296K.
  • USCA RIA first reported a position in The Mosaic Company in Q2 2016 and held it in 14 quarters.
  • USCA RIA's The Mosaic Company position peaked at $485K in Q1 2017.
  • 438 funds tracked by Wall St. Rank held The Mosaic Company as of Q4 2019.

Based on USCA RIA's 13F filing for Q4 2019, filed 27 Jan 2020.