WP
MON

WealthPLAN Partners’s Monsanto Co MON Stock Holding History

WealthPLAN Partners’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
2016
Q3 		$103K Sell
1,011
-806
-44% -$84.6K 0.03% 231
2016
Q2 		$94.3K Buy
+1,817
New +$180K 0.01% 630
2015
Q4 		$19.5K Buy
+368
New +$34.6K ﹤0.01% 930

Other funds holding MON

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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 $169B AUM 114.72% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

WealthPLAN Partners's MON Position: Q3 2016 in Review

WealthPLAN Partners reduced its Monsanto Co (MON) stake by 44% in Q3 2016, selling an estimated $84.6K and leaving 1,011 shares worth $103K. The position accounts for 0.03% of the portfolio, ranked #231.

WealthPLAN Partners first reported a position in MON in Q4 2015 and has held it in 3 quarters since. 959 funds tracked by Wall St. Rank hold MON as of Q3 2016.

  • WealthPLAN Partners held 1,011 shares of Monsanto Co worth $103K as of Q3 2016.
  • WealthPLAN Partners sold 806 Monsanto Co shares in Q3 2016, an estimated $84.6K.
  • Monsanto Co made up 0.03% of WealthPLAN Partners's portfolio in Q3 2016, its #231 holding.
  • WealthPLAN Partners first reported a position in Monsanto Co in Q4 2015 and has held it in 3 quarters since.
  • 959 funds tracked by Wall St. Rank held Monsanto Co as of Q3 2016.

Based on WealthPLAN Partners's 13F filing for Q3 2016, filed 9 Dec 2016.