SHWM
MON

Smith & Howard Wealth Management’s Monsanto Co MON Stock Holding History

Smith & Howard Wealth Management’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
-226
Closed -$26K – 233
2013
Q4 		$26K Hold
226
– – 0.01% 145
2013
Q3 		$24K Hold
226
– – 0.01% 144
2013
Q2 		$22K Buy
+226
New +$23.7K 0.01% 126

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

Smith & Howard Wealth Management's MON Position: Q1 2014 in Review

Smith & Howard Wealth Management sold out of Monsanto Co (MON) in Q1 2014, closing a stake of 226 shares — an estimated $26K sold.

Smith & Howard Wealth Management first reported a position in MON in Q2 2013 and held it in 3 quarters. The position peaked at $26K in Q4 2013. 952 funds tracked by Wall St. Rank hold MON as of Q1 2014.

  • Smith & Howard Wealth Management reported no remaining Monsanto Co position as of Q1 2014 after selling out during the quarter.
  • Smith & Howard Wealth Management sold 226 Monsanto Co shares in Q1 2014, an estimated $26K.
  • Smith & Howard Wealth Management first reported a position in Monsanto Co in Q2 2013 and held it in 3 quarters.
  • Smith & Howard Wealth Management's Monsanto Co position peaked at $26K in Q4 2013.
  • 952 funds tracked by Wall St. Rank held Monsanto Co as of Q1 2014.

Based on Smith & Howard Wealth Management's 13F filing for Q1 2014, filed 15 May 2014.