LBA Wealth Management’s Monsanto Co MON Stock Holding History

LBA Wealth Management’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
2016 Q4	–	Sell	-15	Closed	-$2K	–	498
2016 Q3	$2K	Hold	15	–	–	﹤0.01%	421
2016 Q2	$2K	Hold	15	–	–	﹤0.01%	407
2016 Q1	$1K	Hold	15	–	–	﹤0.01%	409
2015 Q4	$1K	Hold	15	–	–	﹤0.01%	404
2015 Q3	$1K	Hold	15	–	–	﹤0.01%	337
2015 Q2	$2K	Hold	15	–	–	﹤0.01%	306
2015 Q1	$2K	Hold	15	–	–	﹤0.01%	299
2014 Q4	$2K	Sell	15 -75	-83%	-$8.71K	﹤0.01%	282
2014 Q3	$10K	Buy	90 +75	+500%	+$8.77K	0.01%	287
2014 Q2	$2K	Hold	15	–	–	﹤0.01%	263
2014 Q1	$2K	Sell	15 -54	-78%	-$6.01K	﹤0.01%	254
2013 Q4	$8K	Buy	+69	New	+$7.54K	0.01%	224

Other funds holding MON

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

LBA Wealth Management's MON Position: Q4 2016 in Review

LBA Wealth Management sold out of Monsanto Co (MON) in Q4 2016, closing a stake of 15 shares — an estimated $2K sold.

LBA Wealth Management first reported a position in MON in Q4 2013 and held it in 12 quarters. The position peaked at $10K in Q3 2014. 982 funds tracked by Wall St. Rank hold MON as of Q4 2016.

LBA Wealth Management reported no remaining Monsanto Co position as of Q4 2016 after selling out during the quarter.
LBA Wealth Management sold 15 Monsanto Co shares in Q4 2016, an estimated $2K.
LBA Wealth Management first reported a position in Monsanto Co in Q4 2013 and held it in 12 quarters.
LBA Wealth Management's Monsanto Co position peaked at $10K in Q3 2014.
982 funds tracked by Wall St. Rank held Monsanto Co as of Q4 2016.

Based on LBA Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.