MSFP
MON

Mark Sheptoff Financial Planning’s Monsanto Co MON Stock Holding History

Mark Sheptoff Financial Planning’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
-2,000
Closed -$233K – 404
2018
Q1 		$233K Hold
2,000
– – 0.16% 93
2017
Q4 		$234K Hold
2,000
– – 0.15% 96
2017
Q3 		$240K Hold
2,000
– – 0.16% 103
2017
Q2 		$237K Sell
2,000
-1
-0% -$117 0.16% 100
2017
Q1 		$226K Buy
2,001
+1
+0.1% +$111 0.16% 97
2016
Q4 		$210K Hold
2,000
– – 0.16% 97
2016
Q3 		$204K Hold
2,000
– – 0.15% 101
2016
Q2 		$207K Hold
2,000
– – 0.15% 89
2016
Q1 		$175K Hold
2,000
– – 0.14% 92
2015
Q4 		$197K Sell
2,000
-550
-22% -$51.7K 0.16% 90
2015
Q3 		$218K Sell
2,550
-161
-6% -$15.9K 0.19% 86
2015
Q2 		$289K Buy
2,711
+11
+0.4% +$1.28K 0.23% 88
2015
Q1 		$304K Sell
2,700
-200
-7% -$23.8K 0.25% 81
2014
Q4 		$346K Hold
2,900
– – 0.31% 74
2014
Q3 		$326K Hold
2,900
– – 0.29% 83
2014
Q2 		$362K Sell
2,900
-103
-3% -$12.1K 0.31% 80
2014
Q1 		$342K Buy
+3,003
New +$334K 0.3% 78

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

Mark Sheptoff Financial Planning's MON Position: Q2 2018 in Review

Mark Sheptoff Financial Planning sold out of Monsanto Co (MON) in Q2 2018, closing a stake of 2,000 shares — an estimated $233K sold.

Mark Sheptoff Financial Planning first reported a position in MON in Q1 2014 and held it in 17 quarters. The position peaked at $362K in Q2 2014. 4 funds tracked by Wall St. Rank hold MON as of Q2 2018.

  • Mark Sheptoff Financial Planning reported no remaining Monsanto Co position as of Q2 2018 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 2,000 Monsanto Co shares in Q2 2018, an estimated $233K.
  • Mark Sheptoff Financial Planning first reported a position in Monsanto Co in Q1 2014 and held it in 17 quarters.
  • Mark Sheptoff Financial Planning's Monsanto Co position peaked at $362K in Q2 2014.
  • 4 funds tracked by Wall St. Rank held Monsanto Co as of Q2 2018.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2018, filed 9 Aug 2018.