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Baldwin Wealth Partners’s Monster Beverage MNST Stock Holding History

Baldwin Wealth Partners’s Portfolio MNST Stock Details MNST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-1,764
Closed -$22K – 529
2016
Q3 		$22K Buy
+1,764
New +$22.9K ﹤0.01% 370

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Loomis, Sayles & Company
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State Street
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Jennison Associates
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Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return

Baldwin Wealth Partners's MNST Position: Q4 2016 in Review

Baldwin Wealth Partners sold out of Monster Beverage (MNST) in Q4 2016, closing a stake of 1,764 shares — an estimated $22K sold.

Baldwin Wealth Partners first reported a position in MNST in Q3 2016 and held it in 1 quarter. The position peaked at $22K in Q3 2016. 496 funds tracked by Wall St. Rank hold MNST as of Q4 2016.

  • Baldwin Wealth Partners reported no remaining Monster Beverage position as of Q4 2016 after selling out during the quarter.
  • Baldwin Wealth Partners sold 1,764 Monster Beverage shares in Q4 2016, an estimated $22K.
  • Baldwin Wealth Partners first reported a position in Monster Beverage in Q3 2016 and held it in 1 quarter.
  • Baldwin Wealth Partners's Monster Beverage position peaked at $22K in Q3 2016.
  • 496 funds tracked by Wall St. Rank held Monster Beverage as of Q4 2016.

Based on Baldwin Wealth Partners's 13F filing for Q4 2016, filed 10 Jan 2017.