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Mosaic shares owned by Creative Planning

Quarter-by-quarter ownership of Mosaic (MOS) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in Mosaic

Tip: Access up to 7 years of quarterly data

All positions including Mosaic held by Creative Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Mosaic by Creative Planning

Quarter filed Position value Share count Share price at filing
2012-12-31 $311k 5.5k 56.60
2012-09-30 $189k 3.3k 57.60
2012-06-30 $175k 3.2k 54.62
2011-12-31 $64k 1.3k 50.24

More positions owned by Creative Planning

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Index Shs Fds State Street Spd (SPDW)
Spdr Series Trust State Street Spd (SPMD)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Large Cap Etf (VV)
Apple (AAPL)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Spdr Series Trust State Street Spd (SPYM)
Vanguard Index Fds Mid Cap Etf (VO)
NVIDIA Corporation (NVDA)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
American Centy Etf Tr Us Sml Cp Valu (AVUV)

View all positions for Creative Planning

Top funds holding Mosaic

FMR
Vanguard Group
BlackRock
Vanguard Capital Management
Vanguard Portfolio Management
Dimensional Fund Advisors
State Street Corporation
Invesco
AQR Capital Management
Geode Capital Management
Goldman Sachs Group
Citadel Advisors
Morgan Stanley
Northern Trust
Donald Smith & Co

View all funds holding Mosaic