MWM
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MinichMacGregor Wealth Management’s Monster Beverage MNST Stock Holding History

MinichMacGregor Wealth Management’s Portfolio MNST Stock Details MNST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-314
Closed -$8K – 569
2018
Q1 		$8K Sell
314
-18
-5% -$562 0.01% 332
2017
Q4 		$10K Sell
332
-146
-31% -$4.37K 0.01% 302
2017
Q3 		$13K Hold
478
– – 0.01% 244
2017
Q2 		$11K Sell
478
-46
-9% -$1.11K 0.01% 258
2017
Q1 		$12K Sell
524
-18
-3% -$402 0.01% 247
2016
Q4 		$12K Buy
542
+206
+61% +$4.72K 0.01% 238
2016
Q3 		$8K Sell
336
-240
-42% -$6.23K 0.01% 300
2016
Q2 		$15K Sell
576
-60
-9% -$1.45K 0.01% 198
2016
Q1 		$14K Sell
636
-120
-16% -$2.67K 0.01% 208
2015
Q4 		$16K Buy
+756
New +$18.3K 0.01% 181

Other funds holding MNST

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return