AWMS
MON

Advocacy Wealth Management Services’s Monsanto Co MON Stock Holding History

Advocacy Wealth Management Services’s Portfolio MON Stock Details MON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-25
Closed -$3K – 362
2016
Q4 		$3K Hold
25
– – ﹤0.01% 273
2016
Q3 		$3K Hold
25
– – ﹤0.01% 349
2016
Q2 		$3K Sell
25
-4
-14% -$396 ﹤0.01% 368
2016
Q1 		$3K Sell
29
-21
-42% -$1.9K ﹤0.01% 451
2015
Q4 		$5K Buy
+50
New +$4.7K 0.01% 427
2013
Q3 		$5K Hold
50
– – 0.01% 252
2013
Q2 		$5K Buy
+50
New +$5.24K 0.02% 215

Other funds holding MON

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Advocacy Wealth Management Services's MON Position: Q1 2017 in Review

Advocacy Wealth Management Services sold out of Monsanto Co (MON) in Q1 2017, closing a stake of 25 shares — an estimated $3K sold.

Advocacy Wealth Management Services first reported a position in MON in Q2 2013 and held it in 7 quarters. The position peaked at $5K in Q4 2015. 1,021 funds tracked by Wall St. Rank hold MON as of Q1 2017.

  • Advocacy Wealth Management Services reported no remaining Monsanto Co position as of Q1 2017 after selling out during the quarter.
  • Advocacy Wealth Management Services sold 25 Monsanto Co shares in Q1 2017, an estimated $3K.
  • Advocacy Wealth Management Services first reported a position in Monsanto Co in Q2 2013 and held it in 7 quarters.
  • Advocacy Wealth Management Services's Monsanto Co position peaked at $5K in Q4 2015.
  • 1,021 funds tracked by Wall St. Rank held Monsanto Co as of Q1 2017.

Based on Advocacy Wealth Management Services's 13F filing for Q1 2017, filed 24 Apr 2017.