MWAC
MON

Mariner Wealth Advisors (Cincinnati)’s Monsanto Co MON Stock Holding History

Mariner Wealth Advisors (Cincinnati)’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
2014
Q1 		– Sell
-7,655
Closed -$892K – 148
2013
Q4 		$892K Sell
7,655
-715
-9% -$78.1K 0.15% 73
2013
Q3 		$874K Buy
8,370
+585
+8% +$58.8K 0.16% 66
2013
Q2 		$769K Buy
+7,785
New +$815K 0.15% 68

Other funds holding MON

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Winslow Capital Management
Winslow Capital Management Minneapolis, Minnesota $25.6B AUM 33.75% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Mariner Wealth Advisors (Cincinnati)'s MON Position: Q1 2014 in Review

Mariner Wealth Advisors (Cincinnati) sold out of Monsanto Co (MON) in Q1 2014, closing a stake of 7,655 shares — an estimated $892K sold.

Mariner Wealth Advisors (Cincinnati) first reported a position in MON in Q2 2013 and held it in 3 quarters. The position peaked at $892K in Q4 2013. 952 funds tracked by Wall St. Rank hold MON as of Q1 2014.

  • Mariner Wealth Advisors (Cincinnati) reported no remaining Monsanto Co position as of Q1 2014 after selling out during the quarter.
  • Mariner Wealth Advisors (Cincinnati) sold 7,655 Monsanto Co shares in Q1 2014, an estimated $892K.
  • Mariner Wealth Advisors (Cincinnati) first reported a position in Monsanto Co in Q2 2013 and held it in 3 quarters.
  • Mariner Wealth Advisors (Cincinnati)'s Monsanto Co position peaked at $892K in Q4 2013.
  • 952 funds tracked by Wall St. Rank held Monsanto Co as of Q1 2014.

Based on Mariner Wealth Advisors (Cincinnati)'s 13F filing for Q1 2014, filed 23 Apr 2014.