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Wilbanks Smith & Thomas Asset Management’s The Mosaic Company MOS Stock Holding History

Wilbanks Smith & Thomas Asset 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
2018
Q4 		– Sell
-6,590
Closed -$214K – 944
2018
Q3 		$214K Buy
+6,590
New +$199K 0.01% 380
2015
Q2 		– Sell
-6,024
Closed -$277K – 317
2015
Q1 		$277K Sell
6,024
-120
-2% -$5.86K 0.03% 241
2014
Q4 		$280K Buy
6,144
+75
+1% +$3.32K 0.03% 244
2014
Q3 		$270K Buy
6,069
+754
+14% +$35.4K 0.03% 234
2014
Q2 		$263K Buy
5,315
+205
+4% +$10.1K 0.03% 245
2014
Q1 		$256K Buy
5,110
+700
+16% +$33.3K 0.03% 238
2013
Q4 		$208K Sell
4,410
-980
-18% -$45.5K 0.02% 268
2013
Q3 		$232K Buy
+5,390
New +$251K 0.03% 238

Other funds holding MOS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return