Independent Portfolio Consultants’s Monsanto Co MON Stock Holding History

Independent Portfolio Consultants’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 Q2	$19K	Buy	158 +28	+22%	+$3.27K	0.01%	619
2017 Q1	$15K	Sell	130 -60	-32%	-$6.64K	0.01%	700
2016 Q4	$20K	Hold	190	–	–	0.01%	627
2016 Q3	$19K	Hold	190	–	–	0.01%	633
2016 Q2	$20K	Hold	190	–	–	0.01%	640
2016 Q1	$17K	Sell	190 -70	-27%	-$6.32K	﹤0.01%	682
2015 Q4	$26K	Buy	260 +95	+58%	+$8.92K	0.01%	658
2015 Q3	$14K	Sell	165 -120	-42%	-$11.9K	﹤0.01%	699
2015 Q2	$30K	Buy	285 +179	+169%	+$20.8K	0.01%	683
2015 Q1	$12K	Buy	+106	New	+$12.6K	﹤0.01%	719
2014 Q3	–	Sell	-888	Closed	-$111K	–	987
2014 Q2	$111K	Buy	+888	New	+$104K	0.03%	513
2014 Q1	–	Sell	-2,052	Closed	-$239K	–	488
2013 Q4	$239K	Hold	2,052	–	–	0.08%	410
2013 Q3	$214K	Hold	2,052	–	–	0.09%	418
2013 Q2	$203K	Buy	+2,052	New	+$215K	0.09%	408

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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Independent Portfolio Consultants's MON Position: Q2 2017 in Review

Independent Portfolio Consultants increased its Monsanto Co (MON) stake by 22% in Q2 2017, buying an estimated $3.27K and bringing the position to 158 shares worth $19K. The position accounts for 0.01% of the portfolio, ranked #619.

Independent Portfolio Consultants first reported a position in MON in Q2 2013 and has held it in 14 quarters since. The position peaked at $239K in Q4 2013. 1,031 funds tracked by Wall St. Rank hold MON as of Q2 2017.

Independent Portfolio Consultants held 158 shares of Monsanto Co worth $19K as of Q2 2017.
Independent Portfolio Consultants bought 28 Monsanto Co shares in Q2 2017, an estimated $3.27K.
Monsanto Co made up 0.01% of Independent Portfolio Consultants's portfolio in Q2 2017, its #619 holding.
Independent Portfolio Consultants first reported a position in Monsanto Co in Q2 2013 and has held it in 14 quarters since.
Independent Portfolio Consultants's Monsanto Co position peaked at $239K in Q4 2013.
1,031 funds tracked by Wall St. Rank held Monsanto Co as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.