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Vontobel Swiss Wealth Advisors’s The Mosaic Company MOS Stock Holding History

Vontobel Swiss 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
Q3 		– Sell
-10,815
Closed -$255K – 78
2016
Q2 		$255K Buy
10,815
+1,265
+13% +$33.6K 0.15% 64
2016
Q1 		$258K Buy
+9,550
New +$249K 0.14% 62

Other funds holding MOS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Vontobel Swiss Wealth Advisors's MOS Position: Q3 2016 in Review

Vontobel Swiss Wealth Advisors sold out of The Mosaic Company (MOS) in Q3 2016, closing a stake of 10,815 shares — an estimated $255K sold.

Vontobel Swiss Wealth Advisors first reported a position in MOS in Q1 2016 and held it in 2 quarters. The position peaked at $258K in Q1 2016. 521 funds tracked by Wall St. Rank hold MOS as of Q3 2016.

  • Vontobel Swiss Wealth Advisors reported no remaining The Mosaic Company position as of Q3 2016 after selling out during the quarter.
  • Vontobel Swiss Wealth Advisors sold 10,815 The Mosaic Company shares in Q3 2016, an estimated $255K.
  • Vontobel Swiss Wealth Advisors first reported a position in The Mosaic Company in Q1 2016 and held it in 2 quarters.
  • Vontobel Swiss Wealth Advisors's The Mosaic Company position peaked at $258K in Q1 2016.
  • 521 funds tracked by Wall St. Rank held The Mosaic Company as of Q3 2016.

Based on Vontobel Swiss Wealth Advisors's 13F filing for Q3 2016, filed 10 Nov 2016.