LWCFA
MON

Loring Wolcott & Coolidge Fiduciary Advisors’s Monsanto Co MON Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
-10,530
Closed -$1.23M – 753
2018
Q1 		$1.23M Sell
10,530
-719
-6% -$86.5K 0.02% 151
2017
Q4 		$1.31M Buy
11,249
+85
+0.8% +$10.1K 0.02% 145
2017
Q3 		$1.34M Sell
11,164
-128
-1% -$15.1K 0.03% 140
2017
Q2 		$1.32M Hold
11,292
– – 0.03% 137
2017
Q1 		$1.28M Sell
11,292
-695
-6% -$76.9K 0.03% 139
2016
Q4 		$1.26M Sell
11,987
-200
-2% -$20.5K 0.03% 139
2016
Q3 		$1.25M Sell
12,187
-230
-2% -$24.1K 0.03% 142
2016
Q2 		$1.28M Sell
12,417
-6,755
-35% -$669K 0.03% 137
2016
Q1 		$1.68M Sell
19,172
-400
-2% -$36.1K 0.04% 123
2015
Q4 		$1.93M Buy
19,572
+4,985
+34% +$468K 0.05% 119
2015
Q3 		$1.55M Hold
14,587
– – 0.04% 125
2015
Q2 		$1.55M Sell
14,587
-172
-1% -$20K 0.04% 125
2015
Q1 		$1.66M Sell
14,759
-75
-0.5% -$8.91K 0.04% 120
2014
Q4 		$1.77M Buy
14,834
+2,165
+17% +$251K 0.05% 119
2014
Q3 		$1.43M Hold
12,669
– – 0.04% 128
2014
Q2 		$1.58M Buy
12,669
+400
+3% +$46.8K 0.04% 121
2014
Q1 		$1.4M Sell
12,269
-855
-7% -$95.2K 0.04% 128
2013
Q4 		$1.53M Buy
13,124
+852
+7% +$93.1K 0.04% 126
2013
Q3 		$1.28M Hold
12,272
– – 0.04% 131
2013
Q2 		$1.21M Buy
+12,272
New +$1.29M 0.04% 142

Other funds holding MON

LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 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 26.1% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's MON Position: Q2 2018 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Monsanto Co (MON) in Q2 2018, closing a stake of 10,530 shares — an estimated $1.23M sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in MON in Q2 2013 and held it in 20 quarters. The position peaked at $1.93M in Q4 2015. 4 funds tracked by Wall St. Rank hold MON as of Q2 2018.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Monsanto Co position as of Q2 2018 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 10,530 Monsanto Co shares in Q2 2018, an estimated $1.23M.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Monsanto Co in Q2 2013 and held it in 20 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Monsanto Co position peaked at $1.93M in Q4 2015.
  • 4 funds tracked by Wall St. Rank held Monsanto Co as of Q2 2018.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2018, filed 7 Aug 2018.