EWM
MON

Evercore Wealth Management’s Monsanto Co MON Stock Holding History

Evercore 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
-3,059
Closed -$357K – 413
2018
Q1 		$357K Buy
3,059
+605
+25% +$72.8K 0.01% 279
2017
Q4 		$287K Hold
2,454
– – 0.01% 313
2017
Q3 		$294K Sell
2,454
-367
-13% -$43.2K 0.01% 317
2017
Q2 		$334K Sell
2,821
-100
-3% -$11.7K 0.01% 311
2017
Q1 		$330K Sell
2,921
-478
-14% -$52.9K 0.01% 308
2016
Q4 		$358K Sell
3,399
-343
-9% -$35.2K 0.01% 285
2016
Q3 		$382K Sell
3,742
-400
-10% -$42K 0.02% 276
2016
Q2 		$428K Sell
4,142
-1,823
-31% -$181K 0.02% 258
2016
Q1 		$523K Sell
5,965
-2,800
-32% -$253K 0.02% 234
2015
Q4 		$864K Sell
8,765
-680
-7% -$63.9K 0.04% 195
2015
Q3 		$809K Sell
9,445
-1,065
-10% -$105K 0.04% 198
2015
Q2 		$1.12M Buy
10,510
+1,821
+21% +$211K 0.05% 189
2015
Q1 		$975K Sell
8,689
-100
-1% -$11.9K 0.04% 190
2014
Q4 		$1.05M Buy
8,789
+1,048
+14% +$122K 0.05% 166
2014
Q3 		$869K Buy
7,741
+150
+2% +$17.5K 0.04% 195
2014
Q2 		$944K Sell
7,591
-1,105
-13% -$129K 0.05% 193
2014
Q1 		$991K Sell
8,696
-213
-2% -$23.7K 0.06% 187
2013
Q4 		$1.04M Sell
8,909
-265
-3% -$28.9K 0.06% 185
2013
Q3 		$956K Sell
9,174
-462
-5% -$46.4K 0.05% 215
2013
Q2 		$953K Buy
+9,636
New +$1.01M 0.05% 215

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

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

Evercore Wealth Management sold out of Monsanto Co (MON) in Q2 2018, closing a stake of 3,059 shares — an estimated $357K sold.

Evercore Wealth Management first reported a position in MON in Q2 2013 and held it in 20 quarters. The position peaked at $1.12M in Q2 2015. 4 funds tracked by Wall St. Rank hold MON as of Q2 2018.

  • Evercore Wealth Management reported no remaining Monsanto Co position as of Q2 2018 after selling out during the quarter.
  • Evercore Wealth Management sold 3,059 Monsanto Co shares in Q2 2018, an estimated $357K.
  • Evercore Wealth Management first reported a position in Monsanto Co in Q2 2013 and held it in 20 quarters.
  • Evercore Wealth Management's Monsanto Co position peaked at $1.12M in Q2 2015.
  • 4 funds tracked by Wall St. Rank held Monsanto Co as of Q2 2018.

Based on Evercore Wealth Management's 13F filing for Q2 2018, filed 14 Aug 2018.