KLI
MON

Kelman-Lazarov Inc’s Monsanto Co MON Stock Holding History

Kelman-Lazarov Inc’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
-8,621
Closed -$1.01M – 112
2018
Q1 		$1.01M Sell
8,621
-605
-7% -$72.8K 0.54% 54
2017
Q4 		$1.08M Sell
9,226
-321
-3% -$38.2K 0.55% 54
2017
Q3 		$1.14M Sell
9,547
-200
-2% -$23.5K 0.6% 51
2017
Q2 		$1.15M Buy
9,747
+546
+6% +$63.7K 0.63% 52
2017
Q1 		$1.04M Sell
9,201
-96
-1% -$10.6K 0.67% 47
2016
Q4 		$978K Sell
9,297
-510
-5% -$52.3K 0.55% 53
2016
Q3 		$1M Sell
9,807
-100
-1% -$10.5K 0.57% 51
2016
Q2 		$1M Sell
9,907
-475
-5% -$47.1K 0.57% 55
2016
Q1 		$912K Buy
+10,382
New +$937K 0.53% 56

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

Kelman-Lazarov Inc's MON Position: Q2 2018 in Review

Kelman-Lazarov Inc sold out of Monsanto Co (MON) in Q2 2018, closing a stake of 8,621 shares — an estimated $1.01M sold.

Kelman-Lazarov Inc first reported a position in MON in Q1 2016 and held it in 9 quarters. The position peaked at $1.15M in Q2 2017. 4 funds tracked by Wall St. Rank hold MON as of Q2 2018.

  • Kelman-Lazarov Inc reported no remaining Monsanto Co position as of Q2 2018 after selling out during the quarter.
  • Kelman-Lazarov Inc sold 8,621 Monsanto Co shares in Q2 2018, an estimated $1.01M.
  • Kelman-Lazarov Inc first reported a position in Monsanto Co in Q1 2016 and held it in 9 quarters.
  • Kelman-Lazarov Inc's Monsanto Co position peaked at $1.15M in Q2 2017.
  • 4 funds tracked by Wall St. Rank held Monsanto Co as of Q2 2018.

Based on Kelman-Lazarov Inc's 13F filing for Q2 2018, filed 3 Aug 2018.