LWA
MON

Lenox Wealth Advisors’s Monsanto Co MON Stock Holding History

Lenox 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
Q4 		– Sell
-3
Closed – – 502
2017
Q3 		$0 Buy
+3
New +$353 ﹤0.01% 295
2017
Q1 		– Sell
-425
Closed -$45K – 121
2016
Q4 		$45K Hold
425
– – 0.01% 55
2016
Q3 		$43K Hold
425
– – 0.01% 99
2016
Q2 		$44K Sell
425
-27
-6% -$2.67K 0.01% 93
2016
Q1 		$40K Sell
452
-35
-7% -$3.16K 0.01% 101
2015
Q4 		$48K Buy
487
+27
+6% +$2.54K 0.02% 92
2015
Q3 		$39K Buy
+460
New +$45.4K 0.01% 101
2015
Q2 		– Sell
-460
Closed -$52K – 339
2015
Q1 		$52K Buy
460
+425
+1,214% +$50.5K 0.02% 79
2014
Q4 		$4K Sell
35
-390
-92% -$45.3K ﹤0.01% 272
2014
Q3 		$48K Buy
+425
New +$49.7K 0.02% 78
2014
Q1 		– Sell
-90
Closed -$10K – 369
2013
Q4 		$10K Buy
+90
New +$9.83K 0.01% 175

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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Lenox Wealth Advisors's MON Position: Q4 2017 in Review

Lenox Wealth Advisors sold out of Monsanto Co (MON) in Q4 2017, closing a stake of 3 shares.

Lenox Wealth Advisors first reported a position in MON in Q4 2013 and held it in 11 quarters. The position peaked at $52K in Q1 2015. 1,061 funds tracked by Wall St. Rank hold MON as of Q4 2017.

  • Lenox Wealth Advisors reported no remaining Monsanto Co position as of Q4 2017 after selling out during the quarter.
  • Lenox Wealth Advisors sold 3 Monsanto Co shares in Q4 2017.
  • Lenox Wealth Advisors first reported a position in Monsanto Co in Q4 2013 and held it in 11 quarters.
  • Lenox Wealth Advisors's Monsanto Co position peaked at $52K in Q1 2015.
  • 1,061 funds tracked by Wall St. Rank held Monsanto Co as of Q4 2017.

Based on Lenox Wealth Advisors's 13F filing for Q4 2017, filed 29 Jan 2018.