WIL
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Winifred I. Li’s The Mosaic Company MOS Stock Holding History

Winifred I. Li’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
2014
Q4 		$49K Hold
1,070
– – 0.05% 285
2014
Q3 		$48K Sell
1,070
-830
-44% -$39K 0.05% 288
2014
Q2 		$94K Sell
1,900
-20
-1% -$985 0.08% 206
2014
Q1 		$96K Buy
1,920
+500
+35% +$23.8K 0.08% 200
2013
Q4 		$67K Hold
1,420
– – 0.06% 245
2013
Q3 		$61K Hold
1,420
– – 0.06% 247
2013
Q2 		$76K Buy
+1,420
New +$84.5K 0.07% 214

Other funds holding MOS

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ARCT
Anne Ray Charitable Trust Eden Prairie, Minnesota $18.9M AUM 0.28% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
MACF
Margaret A Cargill Foundation Eden Prairie, Minnesota $21.5M AUM 6.62% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

Winifred I. Li's MOS Position: Q4 2014 in Review

Winifred I. Li held its The Mosaic Company (MOS) position steady in Q4 2014 at 1,070 shares worth $49K. The position accounts for 0.05% of the portfolio, ranked #285.

Winifred I. Li first reported a position in MOS in Q2 2013 and has held it in 7 quarters since. The position peaked at $96K in Q1 2014. 530 funds tracked by Wall St. Rank hold MOS as of Q4 2014.

  • Winifred I. Li held 1,070 shares of The Mosaic Company worth $49K as of Q4 2014.
  • Winifred I. Li left its The Mosaic Company share count unchanged in Q4 2014.
  • The Mosaic Company made up 0.05% of Winifred I. Li's portfolio in Q4 2014, its #285 holding.
  • Winifred I. Li first reported a position in The Mosaic Company in Q2 2013 and has held it in 7 quarters since.
  • Winifred I. Li's The Mosaic Company position peaked at $96K in Q1 2014.
  • 530 funds tracked by Wall St. Rank held The Mosaic Company as of Q4 2014.

Based on Winifred I. Li's 13F filing for Q4 2014, filed 19 Feb 2015.