IBEX Wealth Advisors’s Monsanto Co MON Stock Holding History

IBEX Wealth Advisors’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
2017 Q1	–	Sell	-305	Closed	-$33K	–	444
2016 Q4	$33K	Buy	+305	New	+$31.3K	0.02%	192

Other funds holding MON

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

IBEX Wealth Advisors's MON Position: Q1 2017 in Review

IBEX Wealth Advisors sold out of Monsanto Co (MON) in Q1 2017, closing a stake of 305 shares — an estimated $33K sold.

IBEX Wealth Advisors first reported a position in MON in Q4 2016 and held it in 1 quarter. The position peaked at $33K in Q4 2016. 1,021 funds tracked by Wall St. Rank hold MON as of Q1 2017.

IBEX Wealth Advisors reported no remaining Monsanto Co position as of Q1 2017 after selling out during the quarter.
IBEX Wealth Advisors sold 305 Monsanto Co shares in Q1 2017, an estimated $33K.
IBEX Wealth Advisors first reported a position in Monsanto Co in Q4 2016 and held it in 1 quarter.
IBEX Wealth Advisors's Monsanto Co position peaked at $33K in Q4 2016.
1,021 funds tracked by Wall St. Rank held Monsanto Co as of Q1 2017.

Based on IBEX Wealth Advisors's 13F filing for Q1 2017, filed 25 May 2017.