Mascoma Wealth Management’s Monsanto Co MON Stock Holding History

Mascoma 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	-533	Closed	-$62K	–	412
2018 Q1	$62K	Sell	533 -185	-26%	-$22.3K	0.04%	136
2017 Q4	$87K	Sell	718 -136	-16%	-$16.2K	0.05%	119
2017 Q3	$102K	Hold	854	–	–	0.07%	112
2017 Q2	$101K	Sell	854 -163	-16%	-$19K	0.07%	115
2017 Q1	$115K	Sell	1,017 -80	-7%	-$8.85K	0.08%	93
2016 Q4	$115K	Buy	+1,097	New	+$112K	0.08%	94

Other funds holding MON

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

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

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

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

Mascoma Wealth Management sold out of Monsanto Co (MON) in Q2 2018, closing a stake of 533 shares — an estimated $62K sold.

Mascoma Wealth Management first reported a position in MON in Q4 2016 and held it in 6 quarters. The position peaked at $115K in Q1 2017. 4 funds tracked by Wall St. Rank hold MON as of Q2 2018.

Mascoma Wealth Management reported no remaining Monsanto Co position as of Q2 2018 after selling out during the quarter.
Mascoma Wealth Management sold 533 Monsanto Co shares in Q2 2018, an estimated $62K.
Mascoma Wealth Management first reported a position in Monsanto Co in Q4 2016 and held it in 6 quarters.
Mascoma Wealth Management's Monsanto Co position peaked at $115K in Q1 2017.
4 funds tracked by Wall St. Rank held Monsanto Co as of Q2 2018.

Based on Mascoma Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.