WA
MON

WFG Advisors’s Monsanto Co MON Stock Holding History

WFG 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
2017
Q2 		$368K Buy
3,112
+735
+31% +$85.8K 0.08% 251
2017
Q1 		$269K Buy
2,377
+387
+19% +$42.8K 0.07% 274
2016
Q4 		$209K Buy
1,990
+705
+55% +$72.3K 0.05% 370
2016
Q3 		$131K Buy
1,285
+276
+27% +$29K 0.03% 462
2016
Q2 		$104K Buy
1,009
+158
+19% +$15.7K 0.03% 487
2016
Q1 		$75K Sell
851
-40
-4% -$3.61K 0.02% 554
2015
Q4 		$88K Buy
891
+87
+11% +$8.17K 0.03% 502
2015
Q3 		$69K Sell
804
-45
-5% -$4.45K 0.02% 552
2015
Q2 		$90K Buy
849
+1
+0.1% +$116 0.02% 566
2015
Q1 		$95K Sell
848
-189
-18% -$22.5K 0.03% 549
2014
Q4 		$124K Buy
1,037
+14
+1% +$1.63K 0.03% 577
2014
Q3 		$115K Sell
1,023
-240
-19% -$28.1K 0.02% 612
2014
Q2 		$158K Sell
1,263
-159
-11% -$18.6K 0.03% 507
2014
Q1 		$162K Buy
1,422
+8
+0.6% +$890 0.03% 482
2013
Q4 		$165K Buy
1,414
+505
+56% +$55.2K 0.02% 580
2013
Q3 		$95K Sell
909
-1,332
-59% -$134K 0.01% 712
2013
Q2 		$221K Buy
+2,241
New +$235K 0.04% 435

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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WFG Advisors's MON Position: Q2 2017 in Review

WFG Advisors increased its Monsanto Co (MON) stake by 31% in Q2 2017, buying an estimated $85.8K and bringing the position to 3,112 shares worth $368K. The position accounts for 0.08% of the portfolio, ranked #251.

WFG Advisors first reported a position in MON in Q2 2013 and has held it in 17 quarters since. 1,031 funds tracked by Wall St. Rank hold MON as of Q2 2017.

  • WFG Advisors held 3,112 shares of Monsanto Co worth $368K as of Q2 2017.
  • WFG Advisors bought 735 Monsanto Co shares in Q2 2017, an estimated $85.8K.
  • Monsanto Co made up 0.08% of WFG Advisors's portfolio in Q2 2017, its #251 holding.
  • WFG Advisors first reported a position in Monsanto Co in Q2 2013 and has held it in 17 quarters since.
  • 1,031 funds tracked by Wall St. Rank held Monsanto Co as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.