AWMS
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Advocacy Wealth Management Services’s The Mosaic Company MOS Stock Holding History

Advocacy Wealth Management Services’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
2016
Q4 		– Sell
-300
Closed -$7K – 355
2016
Q3 		$7K Hold
300
– – ﹤0.01% 293
2016
Q2 		$8K Hold
300
– – ﹤0.01% 309
2016
Q1 		$8K Buy
+300
New +$7.83K 0.01% 375

Other funds holding MOS

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Advocacy Wealth Management Services's MOS Position: Q4 2016 in Review

Advocacy Wealth Management Services sold out of The Mosaic Company (MOS) in Q4 2016, closing a stake of 300 shares — an estimated $7K sold.

Advocacy Wealth Management Services first reported a position in MOS in Q1 2016 and held it in 3 quarters. The position peaked at $8K in Q2 2016. 529 funds tracked by Wall St. Rank hold MOS as of Q4 2016.

  • Advocacy Wealth Management Services reported no remaining The Mosaic Company position as of Q4 2016 after selling out during the quarter.
  • Advocacy Wealth Management Services sold 300 The Mosaic Company shares in Q4 2016, an estimated $7K.
  • Advocacy Wealth Management Services first reported a position in The Mosaic Company in Q1 2016 and held it in 3 quarters.
  • Advocacy Wealth Management Services's The Mosaic Company position peaked at $8K in Q2 2016.
  • 529 funds tracked by Wall St. Rank held The Mosaic Company as of Q4 2016.

Based on Advocacy Wealth Management Services's 13F filing for Q4 2016, filed 27 Jan 2017.