WCM
MOS icon

Wealthcare Capital Management’s The Mosaic Company MOS Stock Holding History

Wealthcare Capital Management’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
2015
Q2 		– Sell
-206
Closed -$10K – 691
2015
Q1 		$10K Buy
+206
New +$10.1K ﹤0.01% 498

Other funds holding MOS

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
GTP
Global Thematic Partners New York $120M AUM 25.18% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
IC
Institutional Capital Chicago, Illinois $6.75B AUM 3.44% 1-Year Est. Return

Wealthcare Capital Management's MOS Position: Q2 2015 in Review

Wealthcare Capital Management sold out of The Mosaic Company (MOS) in Q2 2015, closing a stake of 206 shares — an estimated $10K sold.

Wealthcare Capital Management first reported a position in MOS in Q1 2015 and held it in 1 quarter. The position peaked at $10K in Q1 2015. 570 funds tracked by Wall St. Rank hold MOS as of Q2 2015.

  • Wealthcare Capital Management reported no remaining The Mosaic Company position as of Q2 2015 after selling out during the quarter.
  • Wealthcare Capital Management sold 206 The Mosaic Company shares in Q2 2015, an estimated $10K.
  • Wealthcare Capital Management first reported a position in The Mosaic Company in Q1 2015 and held it in 1 quarter.
  • Wealthcare Capital Management's The Mosaic Company position peaked at $10K in Q1 2015.
  • 570 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2015.

Based on Wealthcare Capital Management's 13F filing for Q2 2015, filed 24 Aug 2015.