MCWS
MON

McKinley Carter Wealth Services’s Monsanto Co MON Stock Holding History

McKinley Carter Wealth Services’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
-2,283
Closed -$266K – 433
2018
Q1 		$266K Buy
2,283
+418
+22% +$50.3K 0.09% 136
2017
Q4 		$218K Buy
+1,865
New +$222K 0.08% 148

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

McKinley Carter Wealth Services's MON Position: Q2 2018 in Review

McKinley Carter Wealth Services sold out of Monsanto Co (MON) in Q2 2018, closing a stake of 2,283 shares — an estimated $266K sold.

McKinley Carter Wealth Services first reported a position in MON in Q4 2017 and held it in 2 quarters. The position peaked at $266K in Q1 2018. 4 funds tracked by Wall St. Rank hold MON as of Q2 2018.

  • McKinley Carter Wealth Services reported no remaining Monsanto Co position as of Q2 2018 after selling out during the quarter.
  • McKinley Carter Wealth Services sold 2,283 Monsanto Co shares in Q2 2018, an estimated $266K.
  • McKinley Carter Wealth Services first reported a position in Monsanto Co in Q4 2017 and held it in 2 quarters.
  • McKinley Carter Wealth Services's Monsanto Co position peaked at $266K in Q1 2018.
  • 4 funds tracked by Wall St. Rank held Monsanto Co as of Q2 2018.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2018, filed 7 Dec 2018.