Burt Wealth Advisors’s The Mosaic Company MOS Stock Holding History

Burt Wealth Advisors’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 Q2	–	Sell	-400	Closed	-$11K	–	507
2016 Q1	$11K	Buy	+400	New	+$10.4K	0.01%	312

Other funds holding MOS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Burt Wealth Advisors's MOS Position: Q2 2016 in Review

Burt Wealth Advisors sold out of The Mosaic Company (MOS) in Q2 2016, closing a stake of 400 shares — an estimated $11K sold.

Burt Wealth Advisors first reported a position in MOS in Q1 2016 and held it in 1 quarter. The position peaked at $11K in Q1 2016. 531 funds tracked by Wall St. Rank hold MOS as of Q2 2016.

Burt Wealth Advisors reported no remaining The Mosaic Company position as of Q2 2016 after selling out during the quarter.
Burt Wealth Advisors sold 400 The Mosaic Company shares in Q2 2016, an estimated $11K.
Burt Wealth Advisors first reported a position in The Mosaic Company in Q1 2016 and held it in 1 quarter.
Burt Wealth Advisors's The Mosaic Company position peaked at $11K in Q1 2016.
531 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2016.

Based on Burt Wealth Advisors's 13F filing for Q2 2016, filed 22 Jul 2016.