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Holistic Financial Partners’s Monster Beverage MNST Stock Holding History

Holistic Financial Partners’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
2018
Q2 		– Sell
-6,212
Closed -$89K – 241
2018
Q1 		$89K Hold
6,212
– – 0.07% 127
2017
Q4 		$98K Buy
+6,212
New +$93K 0.08% 117

Other funds holding MNST

Fidelity Investments
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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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Holistic Financial Partners's MNST Position: Q2 2018 in Review

Holistic Financial Partners sold out of Monster Beverage (MNST) in Q2 2018, closing a stake of 6,212 shares — an estimated $89K sold.

Holistic Financial Partners first reported a position in MNST in Q4 2017 and held it in 2 quarters. The position peaked at $98K in Q4 2017. 558 funds tracked by Wall St. Rank hold MNST as of Q2 2018.

  • Holistic Financial Partners reported no remaining Monster Beverage position as of Q2 2018 after selling out during the quarter.
  • Holistic Financial Partners sold 6,212 Monster Beverage shares in Q2 2018, an estimated $89K.
  • Holistic Financial Partners first reported a position in Monster Beverage in Q4 2017 and held it in 2 quarters.
  • Holistic Financial Partners's Monster Beverage position peaked at $98K in Q4 2017.
  • 558 funds tracked by Wall St. Rank held Monster Beverage as of Q2 2018.

Based on Holistic Financial Partners's 13F filing for Q2 2018, filed 14 Aug 2018.