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WFG Advisors’s The Mosaic Company MOS Stock Holding History

WFG 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
2017
Q2 		$46K Buy
2,017
+1,417
+236% +$34.8K 0.01% 716
2017
Q1 		$18K Sell
600
-1,543
-72% -$47.6K ﹤0.01% 910
2016
Q4 		$63K Buy
2,143
+2,110
+6,394% +$56.6K 0.02% 664
2016
Q3 		$1K Hold
33
– – ﹤0.01% 1482
2016
Q2 		$1K Hold
33
– – ﹤0.01% 1469
2016
Q1 		$1K Buy
33
+27
+450% +$705 ﹤0.01% 1430
2015
Q4 		$0 Hold
6
– – ﹤0.01% 1636
2015
Q3 		$0 Sell
6
-1,064
-99% -$43.9K ﹤0.01% 1675
2015
Q2 		$50K Buy
1,070
+6
+0.6% +$272 0.01% 725
2015
Q1 		$49K Sell
1,064
-598
-36% -$29.2K 0.01% 739
2014
Q4 		$76K Buy
1,662
+9
+0.5% +$399 0.02% 726
2014
Q3 		$73K Sell
1,653
-791
-32% -$37.2K 0.01% 781
2014
Q2 		$121K Sell
2,444
-1,796
-42% -$88.5K 0.02% 592
2014
Q1 		$212K Buy
4,240
+758
+22% +$36.1K 0.04% 414
2013
Q4 		$165K Buy
3,482
+3,457
+13,828% +$160K 0.02% 579
2013
Q3 		$1K Sell
25
-331
-93% -$15.4K ﹤0.01% 2051
2013
Q2 		$19K Buy
+356
New +$21.2K ﹤0.01% 1229

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
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

WFG Advisors's MOS Position: Q2 2017 in Review

WFG Advisors increased its The Mosaic Company (MOS) stake by 236% in Q2 2017, buying an estimated $34.8K and bringing the position to 2,017 shares worth $46K. The position accounts for 0.01% of the portfolio, ranked #716.

WFG Advisors first reported a position in MOS in Q2 2013 and has held it in 17 quarters since. The position peaked at $212K in Q1 2014. 486 funds tracked by Wall St. Rank hold MOS as of Q2 2017.

  • WFG Advisors held 2,017 shares of The Mosaic Company worth $46K as of Q2 2017.
  • WFG Advisors bought 1,417 The Mosaic Company shares in Q2 2017, an estimated $34.8K.
  • The Mosaic Company made up 0.01% of WFG Advisors's portfolio in Q2 2017, its #716 holding.
  • WFG Advisors first reported a position in The Mosaic Company in Q2 2013 and has held it in 17 quarters since.
  • WFG Advisors's The Mosaic Company position peaked at $212K in Q1 2014.
  • 486 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.