JWA
MON

JFS Wealth Advisors’s Monsanto Co MON Stock Holding History

JFS 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
2018
Q1 		– Sell
-40
Closed -$5K – 588
2017
Q4 		$5K Buy
+40
New +$4.76K ﹤0.01% 437
2014
Q4 		– Sell
-66
Closed -$7K – 550
2014
Q3 		$7K Hold
66
– – ﹤0.01% 368
2014
Q2 		$8K Buy
+66
New +$7.72K ﹤0.01% 349

Other funds holding MON

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return

JFS Wealth Advisors's MON Position: Q1 2018 in Review

JFS Wealth Advisors sold out of Monsanto Co (MON) in Q1 2018, closing a stake of 40 shares — an estimated $5K sold.

JFS Wealth Advisors first reported a position in MON in Q2 2014 and held it in 3 quarters. The position peaked at $8K in Q2 2014. 1,023 funds tracked by Wall St. Rank hold MON as of Q1 2018.

  • JFS Wealth Advisors reported no remaining Monsanto Co position as of Q1 2018 after selling out during the quarter.
  • JFS Wealth Advisors sold 40 Monsanto Co shares in Q1 2018, an estimated $5K.
  • JFS Wealth Advisors first reported a position in Monsanto Co in Q2 2014 and held it in 3 quarters.
  • JFS Wealth Advisors's Monsanto Co position peaked at $8K in Q2 2014.
  • 1,023 funds tracked by Wall St. Rank held Monsanto Co as of Q1 2018.

Based on JFS Wealth Advisors's 13F filing for Q1 2018, filed 26 Apr 2018.