CWP
MON

Capital Wealth Planning’s Monsanto Co MON Stock Holding History

Capital Wealth Planning’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
2015
Q1 		– Sell
-2,400
Closed -$287K – 140
2014
Q4 		$287K Hold
2,400
– – 0.13% 90
2014
Q3 		$270K Hold
2,400
– – 0.11% 99
2014
Q2 		$299K Hold
2,400
– – 0.11% 102
2014
Q1 		$273K Buy
+2,400
New +$267K 0.12% 98

Other funds holding MON

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Wealth Planning's MON Position: Q1 2015 in Review

Capital Wealth Planning sold out of Monsanto Co (MON) in Q1 2015, closing a stake of 2,400 shares — an estimated $287K sold.

Capital Wealth Planning first reported a position in MON in Q1 2014 and held it in 4 quarters. The position peaked at $299K in Q2 2014. 959 funds tracked by Wall St. Rank hold MON as of Q1 2015.

  • Capital Wealth Planning reported no remaining Monsanto Co position as of Q1 2015 after selling out during the quarter.
  • Capital Wealth Planning sold 2,400 Monsanto Co shares in Q1 2015, an estimated $287K.
  • Capital Wealth Planning first reported a position in Monsanto Co in Q1 2014 and held it in 4 quarters.
  • Capital Wealth Planning's Monsanto Co position peaked at $299K in Q2 2014.
  • 959 funds tracked by Wall St. Rank held Monsanto Co as of Q1 2015.

Based on Capital Wealth Planning's 13F filing for Q1 2015, filed 13 May 2015.