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 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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

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

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

Wilbanks Smith & Thomas Asset Management's MOS Position: Q4 2018 in Review

Wilbanks Smith & Thomas Asset Management sold out of The Mosaic Company (MOS) in Q4 2018, closing a stake of 6,590 shares — an estimated $214K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in MOS in Q3 2013 and held it in 8 quarters. The position peaked at $280K in Q4 2014. 587 funds tracked by Wall St. Rank hold MOS as of Q4 2018.

Wilbanks Smith & Thomas Asset Management reported no remaining The Mosaic Company position as of Q4 2018 after selling out during the quarter.
Wilbanks Smith & Thomas Asset Management sold 6,590 The Mosaic Company shares in Q4 2018, an estimated $214K.
Wilbanks Smith & Thomas Asset Management first reported a position in The Mosaic Company in Q3 2013 and held it in 8 quarters.
Wilbanks Smith & Thomas Asset Management's The Mosaic Company position peaked at $280K in Q4 2014.
587 funds tracked by Wall St. Rank held The Mosaic Company as of Q4 2018.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2018, filed 8 Feb 2019.