Sheets Smith Wealth Management’s Monsanto Co MON Stock Holding History

Sheets Smith 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	-13,800	Closed	-$1.61M	–	341
2018 Q1	$1.61M	Sell	13,800 -3,500	-20%	-$421K	0.39%	71
2017 Q4	$2.02M	Sell	17,300 -500	-3%	-$59.5K	0.48%	57
2017 Q3	$2.13M	Sell	17,800 -500	-3%	-$58.8K	0.54%	50
2017 Q2	$2.17M	Hold	18,300	–	–	0.57%	48
2017 Q1	$2.07M	Sell	18,300 -1,300	-7%	-$144K	0.55%	54
2016 Q4	$2.06M	Hold	19,600	–	–	0.58%	49
2016 Q3	$2M	Sell	19,600 -30	-0.2%	-$3.15K	0.56%	53
2016 Q2	$2.03M	Buy	19,630 +600	+3%	+$59.4K	0.59%	50
2016 Q1	$1.67M	Hold	19,030	–	–	0.51%	56
2015 Q4	$1.88M	Buy	19,030 +200	+1%	+$18.8K	0.57%	51
2015 Q3	$1.61M	Sell	18,830 -340	-2%	-$33.6K	0.54%	54
2015 Q2	$2.04M	Sell	19,170 -143	-0.7%	-$16.6K	0.56%	50
2015 Q1	$2.17M	Sell	19,313 -5,984	-24%	-$711K	0.6%	49
2014 Q4	$3.02M	Hold	25,297	–	–	0.79%	37
2014 Q3	$2.85M	Hold	25,297	–	–	0.77%	43
2014 Q2	$3.16M	Sell	25,297 -60	-0.2%	-$7.02K	0.85%	36
2014 Q1	$2.88M	Hold	25,357	–	–	0.81%	37
2013 Q4	$2.96M	Hold	25,357	–	–	0.82%	34
2013 Q3	$2.65M	Sell	25,357 -4,833	-16%	-$486K	0.86%	32
2013 Q2	$2.98M	Buy	+30,190	New	+$3.16M	1.01%	25

Other funds holding MON

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

UFF

USA Financial Formulas Ada, Michigan $546M AUM 39.63% 1-Year Est. Return

CGT

Capital Guardian Trust Los Angeles, California $7.42B AUM 13.6% 1-Year Est. Return

Sheets Smith Wealth Management's MON Position: Q2 2018 in Review

Sheets Smith Wealth Management sold out of Monsanto Co (MON) in Q2 2018, closing a stake of 13,800 shares — an estimated $1.61M sold.

Sheets Smith Wealth Management first reported a position in MON in Q2 2013 and held it in 20 quarters. The position peaked at $3.16M in Q2 2014. 4 funds tracked by Wall St. Rank hold MON as of Q2 2018.

Sheets Smith Wealth Management reported no remaining Monsanto Co position as of Q2 2018 after selling out during the quarter.
Sheets Smith Wealth Management sold 13,800 Monsanto Co shares in Q2 2018, an estimated $1.61M.
Sheets Smith Wealth Management first reported a position in Monsanto Co in Q2 2013 and held it in 20 quarters.
Sheets Smith Wealth Management's Monsanto Co position peaked at $3.16M in Q2 2014.
4 funds tracked by Wall St. Rank held Monsanto Co as of Q2 2018.

Based on Sheets Smith Wealth Management's 13F filing for Q2 2018, filed 26 Jul 2018.