Wealthspire Advisors (Maryland)’s The Mosaic Company MOS Stock Holding History

Wealthspire Advisors (Maryland)’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 Q2	–	Sell	-1,828	Closed	-$50K	–	1402
2019 Q1	$50K	Buy	1,828 +24	+1%	+$732	﹤0.01%	895
2018 Q4	$53K	Buy	1,804 +180	+11%	+$5.92K	﹤0.01%	837
2018 Q3	$53K	Buy	1,624 +95	+6%	+$2.86K	﹤0.01%	941
2018 Q2	$43K	Buy	1,529 +18	+1%	+$489	﹤0.01%	1035
2018 Q1	$37K	Buy	1,511 +4	+0.3%	+$105	﹤0.01%	1099
2017 Q4	$39K	Buy	1,507 +945	+168%	+$21.7K	﹤0.01%	1105
2017 Q3	$12K	Sell	562 -89	-14%	-$1.93K	﹤0.01%	1506
2017 Q2	$15K	Sell	651 -5,356	-89%	-$131K	﹤0.01%	1365
2017 Q1	$175K	Buy	6,007 +5,393	+878%	+$166K	0.02%	436
2016 Q4	$18K	Buy	614 +3	+0.5%	+$80	﹤0.01%	1051
2016 Q3	$15K	Hold	611	–	–	﹤0.01%	1140
2016 Q2	$16K	Sell	611 -63	-9%	-$1.67K	﹤0.01%	1072
2016 Q1	$18K	Sell	674 -272	-29%	-$7.1K	﹤0.01%	1002
2015 Q4	$26K	Buy	+946	New	+$30.2K	﹤0.01%	895

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

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s MOS Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of The Mosaic Company (MOS) in Q2 2019, closing a stake of 1,828 shares — an estimated $50K sold.

Wealthspire Advisors (Maryland) first reported a position in MOS in Q4 2015 and held it in 14 quarters. The position peaked at $175K in Q1 2017. 503 funds tracked by Wall St. Rank hold MOS as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining The Mosaic Company position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 1,828 The Mosaic Company shares in Q2 2019, an estimated $50K.
Wealthspire Advisors (Maryland) first reported a position in The Mosaic Company in Q4 2015 and held it in 14 quarters.
Wealthspire Advisors (Maryland)'s The Mosaic Company position peaked at $175K in Q1 2017.
503 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.