PWM
MON

Perigon Wealth Management’s Monsanto Co MON Stock Holding History

Perigon 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
-188
Closed -$22K – 692
2018
Q1 		$22K Buy
188
+88
+88% +$10.6K 0.01% 427
2017
Q4 		$12K Hold
100
– – ﹤0.01% 482
2017
Q3 		$12K Sell
100
-305
-75% -$35.9K ﹤0.01% 499
2017
Q2 		$48K Sell
405
-225
-36% -$26.3K 0.01% 380
2017
Q1 		$71K Buy
630
+405
+180% +$44.8K 0.02% 350
2016
Q4 		$26K Buy
+225
New +$23.1K 0.01% 431

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

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

Perigon Wealth Management sold out of Monsanto Co (MON) in Q2 2018, closing a stake of 188 shares — an estimated $22K sold.

Perigon Wealth Management first reported a position in MON in Q4 2016 and held it in 6 quarters. The position peaked at $71K in Q1 2017. 4 funds tracked by Wall St. Rank hold MON as of Q2 2018.

  • Perigon Wealth Management reported no remaining Monsanto Co position as of Q2 2018 after selling out during the quarter.
  • Perigon Wealth Management sold 188 Monsanto Co shares in Q2 2018, an estimated $22K.
  • Perigon Wealth Management first reported a position in Monsanto Co in Q4 2016 and held it in 6 quarters.
  • Perigon Wealth Management's Monsanto Co position peaked at $71K in Q1 2017.
  • 4 funds tracked by Wall St. Rank held Monsanto Co as of Q2 2018.

Based on Perigon Wealth Management's 13F filing for Q2 2018, filed 7 Aug 2018.