Hefty Wealth Partners’s Monsanto Co MON Stock Holding History

Hefty Wealth Partners’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
2018 Q1	$3K	Hold	23	–	–	﹤0.01%	231
2017 Q4	$3K	Hold	23	–	–	﹤0.01%	237
2017 Q3	$3K	Hold	23	–	–	﹤0.01%	238
2017 Q2	$2K	Hold	23	–	–	﹤0.01%	234
2017 Q1	$2K	Hold	23	–	–	﹤0.01%	238
2016 Q4	$2K	Hold	23	–	–	﹤0.01%	228
2016 Q3	$2K	Hold	23	–	–	﹤0.01%	231
2016 Q2	$2K	Hold	23	–	–	﹤0.01%	203
2016 Q1	$2K	Hold	23	–	–	﹤0.01%	214
2015 Q4	$2K	Buy	+23	New	+$2.16K	﹤0.01%	199

Other funds holding MON

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

PCM

Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

DKCM

Davidson Kempner Capital Management New York $8.42B AUM 61.81% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

HCM

Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return

Hefty Wealth Partners's MON Position: Q1 2018 in Review

Hefty Wealth Partners held its Monsanto Co (MON) position steady in Q1 2018 at 23 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #231.

Hefty Wealth Partners first reported a position in MON in Q4 2015 and has held it in 10 quarters since. 1,023 funds tracked by Wall St. Rank hold MON as of Q1 2018.

Hefty Wealth Partners held 23 shares of Monsanto Co worth $3K as of Q1 2018.
Hefty Wealth Partners left its Monsanto Co share count unchanged in Q1 2018.
Monsanto Co made up ﹤0.01% of Hefty Wealth Partners's portfolio in Q1 2018, its #231 holding.
Hefty Wealth Partners first reported a position in Monsanto Co in Q4 2015 and has held it in 10 quarters since.
1,023 funds tracked by Wall St. Rank held Monsanto Co as of Q1 2018.

Based on Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.