Valley Wealth Managers’s Monsanto Co MON Stock Holding History

Valley Wealth Managers’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 Q2	–	Sell	-374	Closed	-$42K	–	197
2017 Q1	$42K	Hold	374	–	–	0.01%	145
2016 Q4	$39K	Sell	374 -88	-19%	-$9.02K	0.01%	144
2016 Q3	$47K	Hold	462	–	–	0.01%	143
2016 Q2	$48K	Buy	+462	New	+$45.8K	0.01%	144

Other funds holding MON

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Valley Wealth Managers's MON Position: Q2 2017 in Review

Valley Wealth Managers sold out of Monsanto Co (MON) in Q2 2017, closing a stake of 374 shares — an estimated $42K sold.

Valley Wealth Managers first reported a position in MON in Q2 2016 and held it in 4 quarters. The position peaked at $48K in Q2 2016. 1,031 funds tracked by Wall St. Rank hold MON as of Q2 2017.

Valley Wealth Managers reported no remaining Monsanto Co position as of Q2 2017 after selling out during the quarter.
Valley Wealth Managers sold 374 Monsanto Co shares in Q2 2017, an estimated $42K.
Valley Wealth Managers first reported a position in Monsanto Co in Q2 2016 and held it in 4 quarters.
Valley Wealth Managers's Monsanto Co position peaked at $48K in Q2 2016.
1,031 funds tracked by Wall St. Rank held Monsanto Co as of Q2 2017.

Based on Valley Wealth Managers's 13F filing for Q2 2017, filed 13 Jul 2017.