YorkBridge Wealth Partners’s The Mosaic Company MOS Stock Holding History

YorkBridge Wealth Partners’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 Q3	–	Sell	-44	Closed	-$1K	–	475
2019 Q2	$1K	Hold	44	–	–	﹤0.01%	729
2019 Q1	$1K	Hold	44	–	–	﹤0.01%	730
2018 Q4	$1K	Hold	44	–	–	﹤0.01%	713
2018 Q3	$1K	Hold	44	–	–	﹤0.01%	731
2018 Q2	$1K	Sell	44 -6,000	-99%	-$163K	﹤0.01%	826
2018 Q1	$150K	Hold	6,044	–	–	0.07%	212
2017 Q4	$150K	Hold	6,044	–	–	0.07%	216
2017 Q3	$130K	Buy	6,044 +6,000	+13,636%	+$130K	0.07%	226
2017 Q2	$1K	Sell	44 -51	-54%	-$1.25K	﹤0.01%	838
2017 Q1	$2K	Sell	95 -1,477	-94%	-$45.6K	﹤0.01%	775
2016 Q4	$43K	Buy	+1,572	New	+$42.2K	0.03%	375

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 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

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

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

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

YorkBridge Wealth Partners's MOS Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of The Mosaic Company (MOS) in Q3 2019, closing a stake of 44 shares — an estimated $1K sold.

YorkBridge Wealth Partners first reported a position in MOS in Q4 2016 and held it in 11 quarters. The position peaked at $150K in Q1 2018. 446 funds tracked by Wall St. Rank hold MOS as of Q3 2019.

YorkBridge Wealth Partners reported no remaining The Mosaic Company position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 44 The Mosaic Company shares in Q3 2019, an estimated $1K.
YorkBridge Wealth Partners first reported a position in The Mosaic Company in Q4 2016 and held it in 11 quarters.
YorkBridge Wealth Partners's The Mosaic Company position peaked at $150K in Q1 2018.
446 funds tracked by Wall St. Rank held The Mosaic Company as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.