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Wealthfront’s The Mosaic Company MOS Stock Holding History

Wealthfront’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 		$964K Buy
29,691
+198
+0.7% +$5.97K 0.01% 260
2018
Q2 		$827K Sell
29,493
-5,989
-17% -$163K 0.01% 286
2018
Q1 		$862K Sell
35,482
-441
-1% -$11.6K 0.01% 283
2017
Q4 		$922K Buy
35,923
+4,592
+15% +$106K 0.01% 238
2017
Q3 		$676K Sell
31,331
-8,760
-22% -$190K 0.01% 272
2017
Q2 		$915K Buy
+40,091
New +$984K 0.01% 161
2015
Q4 		– Sell
-1,754
Closed -$55K – 757
2015
Q3 		$55K Sell
1,754
-296
-14% -$12.2K ﹤0.01% 505
2015
Q2 		$96K Sell
2,050
-548
-21% -$24.9K ﹤0.01% 408
2015
Q1 		$120K Buy
2,598
+1,301
+100% +$63.5K 0.01% 354
2014
Q4 		$59K Buy
1,297
+553
+74% +$24.5K ﹤0.01% 452
2014
Q3 		$33K Sell
744
-2,050
-73% -$96.4K ﹤0.01% 475
2014
Q2 		$137K Buy
2,794
+1,313
+89% +$64.7K 0.01% 164
2014
Q1 		$74K Buy
+1,481
New +$70.5K 0.01% 189

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

Wealthfront's MOS Position: Q3 2018 in Review

Wealthfront increased its The Mosaic Company (MOS) stake by 0.67% in Q3 2018, buying an estimated $5.97K and bringing the position to 29,691 shares worth $964K. The position accounts for 0.01% of the portfolio, ranked #260.

Wealthfront first reported a position in MOS in Q1 2014 and has held it in 13 quarters since. 545 funds tracked by Wall St. Rank hold MOS as of Q3 2018.

  • Wealthfront held 29,691 shares of The Mosaic Company worth $964K as of Q3 2018.
  • Wealthfront bought 198 The Mosaic Company shares in Q3 2018, an estimated $5.97K.
  • The Mosaic Company made up 0.01% of Wealthfront's portfolio in Q3 2018, its #260 holding.
  • Wealthfront first reported a position in The Mosaic Company in Q1 2014 and has held it in 13 quarters since.
  • 545 funds tracked by Wall St. Rank held The Mosaic Company as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.