MFW
MON

Mosaic Family Wealth’s Monsanto Co MON Stock Holding History

Mosaic Family Wealth’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
-27,945
Closed -$3.26M – 710
2018
Q1 		$3.26M Buy
27,945
+2,122
+8% +$255K 1.21% 12
2017
Q4 		$3.02M Sell
25,823
-1,650
-6% -$196K 1.1% 13
2017
Q3 		$3.29M Buy
27,473
+2,990
+12% +$352K 1.28% 9
2017
Q2 		$2.9M Buy
24,483
+186
+0.8% +$21.7K 1.21% 9
2017
Q1 		$2.75M Sell
24,297
-660
-3% -$73K 1.19% 11
2016
Q4 		$2.63M Buy
24,957
+3,446
+16% +$353K 1.21% 11
2016
Q3 		$2.2M Sell
21,511
-155
-0.7% -$16.3K 1.02% 14
2016
Q2 		$2.24M Sell
21,666
-4,126
-16% -$409K 1.08% 16
2016
Q1 		$2.26M Sell
25,792
-1,013
-4% -$91.4K 1.09% 17
2015
Q4 		$2.64M Buy
+26,805
New +$2.52M 1.18% 15

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

Mosaic Family Wealth's MON Position: Q2 2018 in Review

Mosaic Family Wealth sold out of Monsanto Co (MON) in Q2 2018, closing a stake of 27,945 shares — an estimated $3.26M sold.

Mosaic Family Wealth first reported a position in MON in Q4 2015 and held it in 10 quarters. The position peaked at $3.29M in Q3 2017. 4 funds tracked by Wall St. Rank hold MON as of Q2 2018.

  • Mosaic Family Wealth reported no remaining Monsanto Co position as of Q2 2018 after selling out during the quarter.
  • Mosaic Family Wealth sold 27,945 Monsanto Co shares in Q2 2018, an estimated $3.26M.
  • Mosaic Family Wealth first reported a position in Monsanto Co in Q4 2015 and held it in 10 quarters.
  • Mosaic Family Wealth's Monsanto Co position peaked at $3.29M in Q3 2017.
  • 4 funds tracked by Wall St. Rank held Monsanto Co as of Q2 2018.

Based on Mosaic Family Wealth's 13F filing for Q2 2018, filed 10 Aug 2018.