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Mariner Wealth Advisors (Cincinnati)’s The Mosaic Company MOS Stock Holding History

Mariner Wealth Advisors (Cincinnati)’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
2018
Q3 		– Sell
-12,000
Closed -$337K – 300
2018
Q2 		$337K Buy
+12,000
New +$326K 0.02% 234
2015
Q1 		$436K Sell
9,464
-125
-1% -$6.1K 0.06% 118
2014
Q4 		$438K Buy
9,589
+179
+2% +$7.93K 0.06% 120
2014
Q3 		$418K Sell
9,410
-45
-0.5% -$2.12K 0.07% 115
2014
Q2 		$468K Sell
9,455
-800
-8% -$39.4K 0.07% 104
2014
Q1 		$513K Buy
10,255
+600
+6% +$28.6K 0.08% 89
2013
Q4 		$456K Buy
9,655
+820
+9% +$38K 0.08% 97
2013
Q3 		$380K Buy
8,835
+4,815
+120% +$224K 0.07% 91
2013
Q2 		$216K Buy
+4,020
New +$239K 0.04% 121

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Mariner Wealth Advisors (Cincinnati)'s MOS Position: Q3 2018 in Review

Mariner Wealth Advisors (Cincinnati) sold out of The Mosaic Company (MOS) in Q3 2018, closing a stake of 12,000 shares — an estimated $337K sold.

Mariner Wealth Advisors (Cincinnati) first reported a position in MOS in Q2 2013 and held it in 9 quarters. The position peaked at $513K in Q1 2014. 544 funds tracked by Wall St. Rank hold MOS as of Q3 2018.

  • Mariner Wealth Advisors (Cincinnati) reported no remaining The Mosaic Company position as of Q3 2018 after selling out during the quarter.
  • Mariner Wealth Advisors (Cincinnati) sold 12,000 The Mosaic Company shares in Q3 2018, an estimated $337K.
  • Mariner Wealth Advisors (Cincinnati) first reported a position in The Mosaic Company in Q2 2013 and held it in 9 quarters.
  • Mariner Wealth Advisors (Cincinnati)'s The Mosaic Company position peaked at $513K in Q1 2014.
  • 544 funds tracked by Wall St. Rank held The Mosaic Company as of Q3 2018.

Based on Mariner Wealth Advisors (Cincinnati)'s 13F filing for Q3 2018, filed 13 Nov 2018.