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 Q1	–	Sell	-1,000	Closed	-$117K	–	712
2017 Q4	$117K	Sell	1,000 -1,000	-50%	-$119K	0.04%	215
2017 Q3	$240K	Sell	2,000 -1,000	-33%	-$118K	0.09%	164
2017 Q2	$355K	Hold	3,000	–	–	0.15%	122
2017 Q1	$340K	Buy	+3,000	New	+$332K	0.15%	123

Other funds holding MON

LTFS

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

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.