LWM
MON

Lenox Wealth Management’s Monsanto Co MON Stock Holding History

Lenox 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
-115
Closed -$13K – 620
2018
Q1 		$13K Hold
115
– – ﹤0.01% 343
2017
Q4 		$13K Hold
115
– – ﹤0.01% 364
2017
Q3 		$13K Hold
115
– – ﹤0.01% 364
2017
Q2 		$14K Hold
115
– – 0.01% 344
2017
Q1 		$13K Sell
115
-40
-26% -$4.43K 0.01% 160
2016
Q4 		$16K Buy
155
+40
+35% +$4.1K 0.01% 150
2016
Q3 		$12K Hold
115
– – 0.01% 157
2016
Q2 		$12K Hold
115
– – 0.01% 162
2016
Q1 		$10K Hold
115
– – 0.01% 165
2015
Q4 		$11K Hold
115
– – 0.01% 168
2015
Q3 		$10K Hold
115
– – 0.01% 111
2015
Q2 		$12K Hold
115
– – 0.01% 114
2015
Q1 		$13K Hold
115
– – 0.01% 113
2014
Q4 		$13K Hold
115
– – 0.01% 115
2014
Q3 		$13K Hold
115
– – 0.01% 120
2014
Q2 		$14K Hold
115
– – 0.01% 120
2014
Q1 		$13K Hold
115
– – 0.01% 139
2013
Q4 		$13K Buy
+115
New +$12.6K 0.01% 136

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 $546M AUM 39.63% 1-Year Est. Return
CGT
Capital Guardian Trust Los Angeles, California $7.42B AUM 13.6% 1-Year Est. Return

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

Lenox Wealth Management sold out of Monsanto Co (MON) in Q2 2018, closing a stake of 115 shares — an estimated $13K sold.

Lenox Wealth Management first reported a position in MON in Q4 2013 and held it in 18 quarters. The position peaked at $16K in Q4 2016. 4 funds tracked by Wall St. Rank hold MON as of Q2 2018.

  • Lenox Wealth Management reported no remaining Monsanto Co position as of Q2 2018 after selling out during the quarter.
  • Lenox Wealth Management sold 115 Monsanto Co shares in Q2 2018, an estimated $13K.
  • Lenox Wealth Management first reported a position in Monsanto Co in Q4 2013 and held it in 18 quarters.
  • Lenox Wealth Management's Monsanto Co position peaked at $16K in Q4 2016.
  • 4 funds tracked by Wall St. Rank held Monsanto Co as of Q2 2018.

Based on Lenox Wealth Management's 13F filing for Q2 2018, filed 26 Jul 2018.