OIA
MON

Optimum Investment Advisors’s Monsanto Co MON Stock Holding History

Optimum Investment Advisors’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
-722
Closed -$84K – 1110
2018
Q1 		$84K Buy
+722
New +$86.9K 0.02% 441
2015
Q1 		$158K Hold
1,404
– – 0.05% 318
2014
Q4 		$168K Hold
1,404
– – 0.05% 296
2014
Q3 		$158K Buy
1,404
+722
+106% +$84.4K 0.05% 292
2014
Q2 		$85K Hold
682
– – 0.03% 371
2014
Q1 		$78K Hold
682
– – 0.03% 333
2013
Q4 		$79K Hold
682
– – 0.03% 332
2013
Q3 		$71K Buy
+682
New +$68.5K 0.03% 321

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

Optimum Investment Advisors's MON Position: Q2 2018 in Review

Optimum Investment Advisors sold out of Monsanto Co (MON) in Q2 2018, closing a stake of 722 shares — an estimated $84K sold.

Optimum Investment Advisors first reported a position in MON in Q3 2013 and held it in 8 quarters. The position peaked at $168K in Q4 2014. 4 funds tracked by Wall St. Rank hold MON as of Q2 2018.

  • Optimum Investment Advisors reported no remaining Monsanto Co position as of Q2 2018 after selling out during the quarter.
  • Optimum Investment Advisors sold 722 Monsanto Co shares in Q2 2018, an estimated $84K.
  • Optimum Investment Advisors first reported a position in Monsanto Co in Q3 2013 and held it in 8 quarters.
  • Optimum Investment Advisors's Monsanto Co position peaked at $168K in Q4 2014.
  • 4 funds tracked by Wall St. Rank held Monsanto Co as of Q2 2018.

Based on Optimum Investment Advisors's 13F filing for Q2 2018, filed 5 Oct 2018.