FFWA
MON

FRG Family Wealth Advisors’s Monsanto Co MON Stock Holding History

FRG Family 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
-28,472
Closed -$3.32M – 153
2018
Q1 		$3.32M Buy
28,472
+723
+3% +$87K 1.1% 22
2017
Q4 		$3.24M Buy
27,749
+425
+2% +$50.6K 1.05% 27
2017
Q3 		$3.27M Sell
27,324
-306
-1% -$36K 1.13% 26
2017
Q2 		$3.27M Buy
27,630
+400
+1% +$46.7K 1.2% 24
2017
Q1 		$3.09M Buy
27,230
+960
+4% +$106K 1.2% 25
2016
Q4 		$2.76M Buy
26,270
+3,122
+13% +$320K 1.16% 28
2016
Q3 		$2.37M Buy
23,148
+680
+3% +$71.3K 1.07% 30
2016
Q2 		$2.32M Buy
22,468
+805
+4% +$79.7K 1.05% 32
2016
Q1 		$1.97M Sell
21,663
-150
-0.7% -$13.5K 0.96% 34
2015
Q4 		$2.15M Buy
+21,813
New +$2.05M 1.05% 32

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

FRG Family Wealth Advisors's MON Position: Q2 2018 in Review

FRG Family Wealth Advisors sold out of Monsanto Co (MON) in Q2 2018, closing a stake of 28,472 shares — an estimated $3.32M sold.

FRG Family Wealth Advisors first reported a position in MON in Q4 2015 and held it in 10 quarters. The position peaked at $3.32M in Q1 2018. 4 funds tracked by Wall St. Rank hold MON as of Q2 2018.

  • FRG Family Wealth Advisors reported no remaining Monsanto Co position as of Q2 2018 after selling out during the quarter.
  • FRG Family Wealth Advisors sold 28,472 Monsanto Co shares in Q2 2018, an estimated $3.32M.
  • FRG Family Wealth Advisors first reported a position in Monsanto Co in Q4 2015 and held it in 10 quarters.
  • FRG Family Wealth Advisors's Monsanto Co position peaked at $3.32M in Q1 2018.
  • 4 funds tracked by Wall St. Rank held Monsanto Co as of Q2 2018.

Based on FRG Family Wealth Advisors's 13F filing for Q2 2018, filed 2 Mar 2022.