AWM
MON

Aevitas Wealth Management’s Monsanto Co MON Stock Holding History

Aevitas 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
2018
Q2 		– Sell
-5,138
Closed -$600K – 494
2018
Q1 		$600K Sell
5,138
-1,547
-23% -$186K 0.6% 53
2017
Q4 		$781K Buy
+6,685
New +$795K 0.74% 43

Other funds holding MON

LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
UFF
USA Financial Formulas Ada, Michigan $531M AUM 28.6% 1-Year Est. Return
CGT
Capital Guardian Trust Los Angeles, California $7.42B AUM 13.6% 1-Year Est. Return

Aevitas Wealth Management's MON Position: Q2 2018 in Review

Aevitas Wealth Management sold out of Monsanto Co (MON) in Q2 2018, closing a stake of 5,138 shares — an estimated $600K sold.

Aevitas Wealth Management first reported a position in MON in Q4 2017 and held it in 2 quarters. The position peaked at $781K in Q4 2017. 4 funds tracked by Wall St. Rank hold MON as of Q2 2018.

  • Aevitas Wealth Management reported no remaining Monsanto Co position as of Q2 2018 after selling out during the quarter.
  • Aevitas Wealth Management sold 5,138 Monsanto Co shares in Q2 2018, an estimated $600K.
  • Aevitas Wealth Management first reported a position in Monsanto Co in Q4 2017 and held it in 2 quarters.
  • Aevitas Wealth Management's Monsanto Co position peaked at $781K in Q4 2017.
  • 4 funds tracked by Wall St. Rank held Monsanto Co as of Q2 2018.

Based on Aevitas Wealth Management's 13F filing for Q2 2018, filed 10 Aug 2018.