HWP
MOS icon

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

Hefty 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
2017
Q3 		– Sell
-522
Closed -$11K – 262
2017
Q2 		$11K Hold
522
– – 0.01% 165
2017
Q1 		$15K Sell
522
-20,324
-97% -$627K 0.01% 158
2016
Q4 		$611K Buy
20,846
+779
+4% +$20.9K 0.51% 56
2016
Q3 		$490K Sell
20,067
-9,105
-31% -$248K 0.37% 73
2016
Q2 		$763K Buy
29,172
+2,707
+10% +$71.8K 0.63% 61
2016
Q1 		$714K Buy
+26,465
New +$691K 0.67% 60

Other funds holding MOS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Hefty Wealth Partners's MOS Position: Q3 2017 in Review

Hefty Wealth Partners sold out of The Mosaic Company (MOS) in Q3 2017, closing a stake of 522 shares — an estimated $11K sold.

Hefty Wealth Partners first reported a position in MOS in Q1 2016 and held it in 6 quarters. The position peaked at $763K in Q2 2016. 475 funds tracked by Wall St. Rank hold MOS as of Q3 2017.

  • Hefty Wealth Partners reported no remaining The Mosaic Company position as of Q3 2017 after selling out during the quarter.
  • Hefty Wealth Partners sold 522 The Mosaic Company shares in Q3 2017, an estimated $11K.
  • Hefty Wealth Partners first reported a position in The Mosaic Company in Q1 2016 and held it in 6 quarters.
  • Hefty Wealth Partners's The Mosaic Company position peaked at $763K in Q2 2016.
  • 475 funds tracked by Wall St. Rank held The Mosaic Company as of Q3 2017.

Based on Hefty Wealth Partners's 13F filing for Q3 2017, filed 2 Oct 2017.