Willow Street Advisors’s The Mosaic Company MOS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2013
Q4
$695K Sell
14,700
-570
-4% -$26.4K 0.39% 73
2013
Q3
$657K Buy
15,270
+2,940
+24% +$137K 0.41% 68
2013
Q2
$864K Buy
+12,330
New +$734K 0.55% 58

Other funds holding MOS

Willow Street Advisors's MOS Position: Q4 2013 in Review

Willow Street Advisors reduced its The Mosaic Company (MOS) stake by 3.7% in Q4 2013, selling an estimated $26.4K and leaving 14,700 shares worth $695K. The position accounts for 0.39% of the portfolio, ranked #73.

Willow Street Advisors first reported a position in MOS in Q2 2013 and has held it in 3 quarters since. The position peaked at $864K in Q2 2013. 553 funds tracked by Wall St. Rank hold MOS as of Q4 2013.

  • Willow Street Advisors held 14,700 shares of The Mosaic Company worth $695K as of Q4 2013.
  • Willow Street Advisors sold 570 The Mosaic Company shares in Q4 2013, an estimated $26.4K.
  • The Mosaic Company made up 0.39% of Willow Street Advisors's portfolio in Q4 2013, its #73 holding.
  • Willow Street Advisors first reported a position in The Mosaic Company in Q2 2013 and has held it in 3 quarters since.
  • Willow Street Advisors's The Mosaic Company position peaked at $864K in Q2 2013.
  • 553 funds tracked by Wall St. Rank held The Mosaic Company as of Q4 2013.

Based on Willow Street Advisors's 13F filing for Q4 2013, filed 14 Feb 2014.