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Zweig Advisers’s The Mosaic Company MOS Stock Holding History

Zweig Advisers’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
Q3 		– Sell
-264,000
Closed -$12.4M – 71
2015
Q2 		$12.4M Hold
264,000
– – 1.88% 25
2015
Q1 		$12.2M Buy
+264,000
New +$12.9M 1.75% 31

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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 $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
IC
Institutional Capital Chicago, Illinois $6.75B AUM 3.44% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Zweig Advisers's MOS Position: Q3 2015 in Review

Zweig Advisers sold out of The Mosaic Company (MOS) in Q3 2015, closing a stake of 264,000 shares — an estimated $12.4M sold.

Zweig Advisers first reported a position in MOS in Q1 2015 and held it in 2 quarters. The position peaked at $12.4M in Q2 2015. 532 funds tracked by Wall St. Rank hold MOS as of Q3 2015.

  • Zweig Advisers reported no remaining The Mosaic Company position as of Q3 2015 after selling out during the quarter.
  • Zweig Advisers sold 264,000 The Mosaic Company shares in Q3 2015, an estimated $12.4M.
  • Zweig Advisers first reported a position in The Mosaic Company in Q1 2015 and held it in 2 quarters.
  • Zweig Advisers's The Mosaic Company position peaked at $12.4M in Q2 2015.
  • 532 funds tracked by Wall St. Rank held The Mosaic Company as of Q3 2015.

Based on Zweig Advisers's 13F filing for Q3 2015, filed 16 Nov 2015.