PWS
MON

Peloton Wealth Strategists’s Monsanto Co MON Stock Holding History

Peloton Wealth Strategists’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
Q1 		– Sell
-8,396
Closed -$883K – 77
2016
Q4 		$883K Sell
8,396
-554
-6% -$56.8K 0.72% 58
2016
Q3 		$915K Buy
+8,950
New +$939K 0.76% 55
2016
Q1 		$855K Sell
9,750
-200
-2% -$18.1K 0.72% 56
2015
Q4 		$980K Sell
9,950
-300
-3% -$28.2K 0.85% 51
2015
Q3 		$875K Sell
10,250
-400
-4% -$39.5K 0.76% 57
2015
Q2 		$1.14M Sell
10,650
-4,200
-28% -$487K 0.9% 54
2015
Q1 		$1.67M Sell
14,850
-100
-0.7% -$11.9K 1.3% 37
2014
Q4 		$1.79M Sell
14,950
-1,000
-6% -$116K 1.36% 33
2014
Q3 		$1.79M Buy
15,950
+7,000
+78% +$818K 1.41% 35
2014
Q2 		$926K Sell
8,950
-9,600
-52% -$1.12M 0.81% 51
2014
Q1 		$2.11M Hold
18,550
– – 1.73% 21
2013
Q4 		$2.16M Hold
18,550
– – 1.75% 24
2013
Q3 		$1.94M Sell
18,550
-500
-3% -$50.2K 1.62% 29
2013
Q2 		$1.88M Buy
+19,050
New +$1.99M 1.69% 25

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Peloton Wealth Strategists's MON Position: Q1 2017 in Review

Peloton Wealth Strategists sold out of Monsanto Co (MON) in Q1 2017, closing a stake of 8,396 shares — an estimated $883K sold.

Peloton Wealth Strategists first reported a position in MON in Q2 2013 and held it in 14 quarters. The position peaked at $2.16M in Q4 2013. 1,021 funds tracked by Wall St. Rank hold MON as of Q1 2017.

  • Peloton Wealth Strategists reported no remaining Monsanto Co position as of Q1 2017 after selling out during the quarter.
  • Peloton Wealth Strategists sold 8,396 Monsanto Co shares in Q1 2017, an estimated $883K.
  • Peloton Wealth Strategists first reported a position in Monsanto Co in Q2 2013 and held it in 14 quarters.
  • Peloton Wealth Strategists's Monsanto Co position peaked at $2.16M in Q4 2013.
  • 1,021 funds tracked by Wall St. Rank held Monsanto Co as of Q1 2017.

Based on Peloton Wealth Strategists's 13F filing for Q1 2017, filed 16 May 2017.