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Integrated Wealth Counsel’s The Mosaic Company MOS Stock Holding History

Integrated Wealth Counsel’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 		$24K Buy
820
+688
+521% +$18.5K 0.05% 102
2016
Q3 		$3K Buy
+132
New +$3.6K 0.01% 197

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

Integrated Wealth Counsel's MOS Position: Q4 2016 in Review

Integrated Wealth Counsel increased its The Mosaic Company (MOS) stake by 521% in Q4 2016, buying an estimated $18.5K and bringing the position to 820 shares worth $24K. The position accounts for 0.05% of the portfolio, ranked #102.

Integrated Wealth Counsel first reported a position in MOS in Q3 2016 and has held it in 2 quarters since. 529 funds tracked by Wall St. Rank hold MOS as of Q4 2016.

  • Integrated Wealth Counsel held 820 shares of The Mosaic Company worth $24K as of Q4 2016.
  • Integrated Wealth Counsel bought 688 The Mosaic Company shares in Q4 2016, an estimated $18.5K.
  • The Mosaic Company made up 0.05% of Integrated Wealth Counsel's portfolio in Q4 2016, its #102 holding.
  • Integrated Wealth Counsel first reported a position in The Mosaic Company in Q3 2016 and has held it in 2 quarters since.
  • 529 funds tracked by Wall St. Rank held The Mosaic Company as of Q4 2016.

Based on Integrated Wealth Counsel's 13F filing for Q4 2016, filed 6 Feb 2017.