BWA
MON

Burt Wealth Advisors’s Monsanto Co MON Stock Holding History

Burt Wealth 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
2018
Q2 		– Sell
-450
Closed -$53K – 401
2018
Q1 		$53K Hold
450
– – 0.03% 176
2017
Q4 		$53K Hold
450
– – 0.03% 177
2017
Q3 		$54K Sell
450
-60
-12% -$7.06K 0.04% 170
2017
Q2 		$60K Hold
510
– – 0.04% 169
2017
Q1 		$58K Sell
510
-72
-12% -$7.97K 0.04% 153
2016
Q4 		$61K Hold
582
– – 0.05% 153
2016
Q3 		$59K Hold
582
– – 0.06% 145
2016
Q2 		$60K Hold
582
– – 0.07% 140
2016
Q1 		$51K Hold
582
– – 0.05% 169
2015
Q4 		$57K Hold
582
– – 0.05% 137
2015
Q3 		$49K Hold
582
– – 0.06% 139
2015
Q2 		$62K Hold
582
– – 0.07% 137
2015
Q1 		$57K Hold
582
– – 0.06% 130
2014
Q4 		$70K Buy
+582
New +$67.6K 0.07% 118

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

Burt Wealth Advisors's MON Position: Q2 2018 in Review

Burt Wealth Advisors sold out of Monsanto Co (MON) in Q2 2018, closing a stake of 450 shares — an estimated $53K sold.

Burt Wealth Advisors first reported a position in MON in Q4 2014 and held it in 14 quarters. The position peaked at $70K in Q4 2014. 4 funds tracked by Wall St. Rank hold MON as of Q2 2018.

  • Burt Wealth Advisors reported no remaining Monsanto Co position as of Q2 2018 after selling out during the quarter.
  • Burt Wealth Advisors sold 450 Monsanto Co shares in Q2 2018, an estimated $53K.
  • Burt Wealth Advisors first reported a position in Monsanto Co in Q4 2014 and held it in 14 quarters.
  • Burt Wealth Advisors's Monsanto Co position peaked at $70K in Q4 2014.
  • 4 funds tracked by Wall St. Rank held Monsanto Co as of Q2 2018.

Based on Burt Wealth Advisors's 13F filing for Q2 2018, filed 27 Jul 2018.