RIA
MON

Regal Investment Advisors’s Monsanto Co MON Stock Holding History

Regal Investment 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
2018
Q1 		– Sell
-17,625
Closed -$2.06M – 327
2017
Q4 		$2.06M Sell
17,625
-367
-2% -$43.7K 0.46% 74
2017
Q3 		$2.16M Sell
17,992
-2,757
-13% -$324K 0.5% 64
2017
Q2 		$2.46M Sell
20,749
-2,645
-11% -$309K 0.61% 50
2017
Q1 		$2.65M Sell
23,394
-3,696
-14% -$409K 0.69% 47
2016
Q4 		$2.85M Sell
27,090
-1,070
-4% -$110K 0.79% 44
2016
Q3 		$2.88M Sell
28,160
-2,251
-7% -$236K 0.82% 43
2016
Q2 		$3.15M Sell
30,411
-1,942
-6% -$192K 0.86% 33
2016
Q1 		$2.84M Sell
32,353
-1,040
-3% -$93.9K 0.77% 48
2015
Q4 		$3.29M Buy
33,393
+3,183
+11% +$299K 0.85% 41
2015
Q3 		$2.58M Buy
30,210
+2,519
+9% +$249K 0.67% 53
2015
Q2 		$2.95M Buy
27,691
+1,416
+5% +$164K 0.8% 39
2015
Q1 		$2.96M Buy
+26,275
New +$3.12M 0.73% 41
2014
Q1 		– Sell
-261
Closed -$30K – 966
2013
Q4 		$30K Sell
261
-3
-1% -$328 0.02% 380
2013
Q3 		$28K Buy
+264
New +$26.5K 0.02% 414

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
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return

Regal Investment Advisors's MON Position: Q1 2018 in Review

Regal Investment Advisors sold out of Monsanto Co (MON) in Q1 2018, closing a stake of 17,625 shares — an estimated $2.06M sold.

Regal Investment Advisors first reported a position in MON in Q3 2013 and held it in 14 quarters. The position peaked at $3.29M in Q4 2015. 1,023 funds tracked by Wall St. Rank hold MON as of Q1 2018.

  • Regal Investment Advisors reported no remaining Monsanto Co position as of Q1 2018 after selling out during the quarter.
  • Regal Investment Advisors sold 17,625 Monsanto Co shares in Q1 2018, an estimated $2.06M.
  • Regal Investment Advisors first reported a position in Monsanto Co in Q3 2013 and held it in 14 quarters.
  • Regal Investment Advisors's Monsanto Co position peaked at $3.29M in Q4 2015.
  • 1,023 funds tracked by Wall St. Rank held Monsanto Co as of Q1 2018.

Based on Regal Investment Advisors's 13F filing for Q1 2018, filed 25 Apr 2018.