Investors Capital Advisory Services’s The Mosaic Company MOS Stock Holding History

Investors Capital Advisory 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 Q2	$246K	Buy	9,409 +1,269	+16%	+$33.7K	0.05%	510
2016 Q1	$219K	Buy	+8,140	New	+$212K	0.04%	539
2015 Q1	–	Sell	-4,447	Closed	-$203K	–	752
2014 Q4	$203K	Buy	+4,447	New	+$197K	0.04%	587
2014 Q2	–	Sell	-4,027	Closed	-$201K	–	706
2014 Q1	$201K	Buy	+4,027	New	+$192K	0.04%	538

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

Investors Capital Advisory Services's MOS Position: Q2 2016 in Review

Investors Capital Advisory Services increased its The Mosaic Company (MOS) stake by 16% in Q2 2016, buying an estimated $33.7K and bringing the position to 9,409 shares worth $246K. The position accounts for 0.05% of the portfolio, ranked #510.

Investors Capital Advisory Services first reported a position in MOS in Q1 2014 and has held it in 4 quarters since. 531 funds tracked by Wall St. Rank hold MOS as of Q2 2016.

Investors Capital Advisory Services held 9,409 shares of The Mosaic Company worth $246K as of Q2 2016.
Investors Capital Advisory Services bought 1,269 The Mosaic Company shares in Q2 2016, an estimated $33.7K.
The Mosaic Company made up 0.05% of Investors Capital Advisory Services's portfolio in Q2 2016, its #510 holding.
Investors Capital Advisory Services first reported a position in The Mosaic Company in Q1 2014 and has held it in 4 quarters since.
531 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2016.

Based on Investors Capital Advisory Services's 13F filing for Q2 2016, filed 2 Aug 2016.