BCM
MON

BTR Capital Management’s Monsanto Co MON Stock Holding History

BTR Capital Management’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
-3,181
Closed -$325K – 171
2016
Q4 		$325K Hold
3,181
– – 0.07% 130
2016
Q3 		$325K Sell
3,181
-70
-2% -$7.34K 0.07% 130
2016
Q2 		$336K Buy
3,251
+100
+3% +$9.91K 0.08% 124
2016
Q1 		$276K Hold
3,151
– – 0.06% 131
2015
Q4 		$310K Sell
3,151
-50
-2% -$4.7K 0.07% 134
2015
Q3 		$273K Sell
3,201
-30
-0.9% -$2.96K 0.07% 138
2015
Q2 		$344K Sell
3,231
-675
-17% -$78.3K 0.08% 116
2015
Q1 		$440K Buy
+3,906
New +$464K 0.11% 111
2014
Q2 		– Sell
-1,833
Closed -$209K – 139
2014
Q1 		$209K Hold
1,833
– – 0.06% 127
2013
Q4 		$214K Buy
+1,833
New +$200K 0.06% 134

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

BTR Capital Management's MON Position: Q1 2017 in Review

BTR Capital Management sold out of Monsanto Co (MON) in Q1 2017, closing a stake of 3,181 shares — an estimated $325K sold.

BTR Capital Management first reported a position in MON in Q4 2013 and held it in 10 quarters. The position peaked at $440K in Q1 2015. 1,021 funds tracked by Wall St. Rank hold MON as of Q1 2017.

  • BTR Capital Management reported no remaining Monsanto Co position as of Q1 2017 after selling out during the quarter.
  • BTR Capital Management sold 3,181 Monsanto Co shares in Q1 2017, an estimated $325K.
  • BTR Capital Management first reported a position in Monsanto Co in Q4 2013 and held it in 10 quarters.
  • BTR Capital Management's Monsanto Co position peaked at $440K in Q1 2015.
  • 1,021 funds tracked by Wall St. Rank held Monsanto Co as of Q1 2017.

Based on BTR Capital Management's 13F filing for Q1 2017, filed 25 Apr 2017.