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Goelzer Investment Management’s Monster Beverage MNST Stock Holding History

Goelzer Investment Management’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
2017
Q1 		– Sell
-181,772
Closed -$2.02M – 200
2016
Q4 		$2.02M Sell
181,772
-55,564
-23% -$636K 0.26% 128
2016
Q3 		$2.9M Sell
237,336
-2,124
-0.9% -$27.6K 0.39% 109
2016
Q2 		$3.21M Sell
239,460
-19,092
-7% -$230K 0.44% 92
2016
Q1 		$2.87M Buy
+258,552
New +$2.88M 0.41% 102

Other funds holding MNST

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 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

Goelzer Investment Management's MNST Position: Q1 2017 in Review

Goelzer Investment Management sold out of Monster Beverage (MNST) in Q1 2017, closing a stake of 181,772 shares — an estimated $2.02M sold.

Goelzer Investment Management first reported a position in MNST in Q1 2016 and held it in 4 quarters. The position peaked at $3.21M in Q2 2016. 507 funds tracked by Wall St. Rank hold MNST as of Q1 2017.

  • Goelzer Investment Management reported no remaining Monster Beverage position as of Q1 2017 after selling out during the quarter.
  • Goelzer Investment Management sold 181,772 Monster Beverage shares in Q1 2017, an estimated $2.02M.
  • Goelzer Investment Management first reported a position in Monster Beverage in Q1 2016 and held it in 4 quarters.
  • Goelzer Investment Management's Monster Beverage position peaked at $3.21M in Q2 2016.
  • 507 funds tracked by Wall St. Rank held Monster Beverage as of Q1 2017.

Based on Goelzer Investment Management's 13F filing for Q1 2017, filed 5 May 2017.