Creative Planning’s Monsanto Co MON Stock Holding History

Creative Planning’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	-27,954	Closed	-$3.26M	–	2224
2018 Q1	$3.26M	Buy	27,954 +1,395	+5%	+$168K	0.01%	343
2017 Q4	$3.1M	Buy	26,559 +1,061	+4%	+$126K	0.01%	345
2017 Q3	$3.06M	Buy	25,498 +705	+3%	+$83K	0.01%	343
2017 Q2	$2.93M	Buy	24,793 +84	+0.3%	+$9.8K	0.01%	333
2017 Q1	$2.8M	Buy	24,709 +171	+0.7%	+$18.9K	0.02%	332
2016 Q4	$2.58M	Buy	24,538 +929	+4%	+$95.2K	0.02%	331
2016 Q3	$2.41M	Buy	23,609 +5,961	+34%	+$625K	0.02%	338
2016 Q2	$1.82M	Sell	17,648 -95	-0.5%	-$9.41K	0.01%	357
2016 Q1	$1.56M	Sell	17,743 -1,047	-6%	-$94.5K	0.01%	376
2015 Q4	$1.85M	Buy	18,790 +279	+2%	+$26.2K	0.02%	328
2015 Q3	$1.58M	Sell	18,511 -37	-0.2%	-$3.66K	0.01%	350
2015 Q2	$1.98M	Sell	18,548 -1,476	-7%	-$171K	0.02%	295
2015 Q1	$2.25M	Sell	20,024 -288	-1%	-$34.2K	0.02%	257
2014 Q4	$2.43M	Buy	20,312 +1,052	+5%	+$122K	0.03%	232
2014 Q3	$2.17M	Buy	19,260 +2,657	+16%	+$311K	0.03%	229
2014 Q2	$2.07M	Sell	16,603 -2,670	-14%	-$312K	0.03%	221
2014 Q1	$2.19M	Buy	19,273 +209	+1%	+$23.3K	0.03%	187
2013 Q4	$2.22M	Buy	19,064 +3,570	+23%	+$390K	0.04%	170
2013 Q3	$1.62M	Buy	15,494 +8,174	+112%	+$821K	0.03%	184
2013 Q2	$723K	Buy	+7,320	New	+$767K	0.02%	305

Other funds holding MON

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

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

Creative Planning's MON Position: Q2 2018 in Review

Creative Planning sold out of Monsanto Co (MON) in Q2 2018, closing a stake of 27,954 shares — an estimated $3.26M sold.

Creative Planning first reported a position in MON in Q2 2013 and held it in 20 quarters. The position peaked at $3.26M in Q1 2018. 4 funds tracked by Wall St. Rank hold MON as of Q2 2018.

Creative Planning reported no remaining Monsanto Co position as of Q2 2018 after selling out during the quarter.
Creative Planning sold 27,954 Monsanto Co shares in Q2 2018, an estimated $3.26M.
Creative Planning first reported a position in Monsanto Co in Q2 2013 and held it in 20 quarters.
Creative Planning's Monsanto Co position peaked at $3.26M in Q1 2018.
4 funds tracked by Wall St. Rank held Monsanto Co as of Q2 2018.

Based on Creative Planning's 13F filing for Q2 2018, filed 20 Jul 2018.