GWM
MON

Gupta Wealth Management’s Monsanto Co MON Stock Holding History

Gupta Wealth 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
2016
Q1 		$124K Sell
1,411
-36
-2% -$3.25K 0.03% 299
2015
Q4 		$143K Sell
1,447
-400
-22% -$37.6K 0.04% 286
2015
Q3 		$158K Buy
1,847
+373
+25% +$36.9K 0.04% 278
2015
Q2 		$157K Buy
1,474
+1,392
+1,698% +$161K 0.04% 288
2015
Q1 		$9K Buy
+82
New +$9.75K ﹤0.01% 795

Other funds holding MON

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
GCM
Glenview Capital Management New York $5.49B AUM 46.89% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

Gupta Wealth Management's MON Position: Q1 2016 in Review

Gupta Wealth Management reduced its Monsanto Co (MON) stake by 2.5% in Q1 2016, selling an estimated $3.25K and leaving 1,411 shares worth $124K. The position accounts for 0.03% of the portfolio, ranked #299.

Gupta Wealth Management first reported a position in MON in Q1 2015 and has held it in 5 quarters since. The position peaked at $158K in Q3 2015. 906 funds tracked by Wall St. Rank hold MON as of Q1 2016.

  • Gupta Wealth Management held 1,411 shares of Monsanto Co worth $124K as of Q1 2016.
  • Gupta Wealth Management sold 36 Monsanto Co shares in Q1 2016, an estimated $3.25K.
  • Monsanto Co made up 0.03% of Gupta Wealth Management's portfolio in Q1 2016, its #299 holding.
  • Gupta Wealth Management first reported a position in Monsanto Co in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's Monsanto Co position peaked at $158K in Q3 2015.
  • 906 funds tracked by Wall St. Rank held Monsanto Co as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.