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

Smith Salley 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	-2,255	Closed	-$263K	–	185
2018 Q1	$263K	Sell	2,255 -447	-17%	-$53.8K	0.05%	154
2017 Q4	$315K	Sell	2,702 -393	-13%	-$46.8K	0.06%	144
2017 Q3	$371K	Sell	3,095 -969	-24%	-$114K	0.07%	128
2017 Q2	$481K	Sell	4,064 -142	-3%	-$16.6K	0.1%	115
2017 Q1	$476K	Sell	4,206 -413	-9%	-$45.7K	0.1%	114
2016 Q4	$486K	Sell	4,619 -292	-6%	-$29.9K	0.1%	111
2016 Q3	$502K	Sell	4,911 -1,092	-18%	-$115K	0.11%	109
2016 Q2	$621K	Sell	6,003 -2,951	-33%	-$292K	0.14%	107
2016 Q1	$785K	Sell	8,954 -4,864	-35%	-$439K	0.2%	97
2015 Q4	$1.36M	Sell	13,818 -1,483	-10%	-$139K	0.34%	83
2015 Q3	$1.31M	Sell	15,301 -1,517	-9%	-$150K	0.35%	82
2015 Q2	$1.79M	Sell	16,818 -3,753	-18%	-$435K	0.46%	69
2015 Q1	$2.31M	Sell	20,571 -8,229	-29%	-$978K	0.59%	57
2014 Q4	$3.44M	Sell	28,800 -9,029	-24%	-$1.05M	0.89%	39
2014 Q3	$4.26M	Sell	37,829 -3,747	-9%	-$438K	1.13%	30
2014 Q2	$5.19M	Buy	+41,576	New	+$4.87M	1.39%	17

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 $531M AUM 28.6% 1-Year Est. Return

CGT

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

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

Smith Salley Wealth Management sold out of Monsanto Co (MON) in Q2 2018, closing a stake of 2,255 shares — an estimated $263K sold.

Smith Salley Wealth Management first reported a position in MON in Q2 2014 and held it in 16 quarters. The position peaked at $5.19M in Q2 2014. 4 funds tracked by Wall St. Rank hold MON as of Q2 2018.

Smith Salley Wealth Management reported no remaining Monsanto Co position as of Q2 2018 after selling out during the quarter.
Smith Salley Wealth Management sold 2,255 Monsanto Co shares in Q2 2018, an estimated $263K.
Smith Salley Wealth Management first reported a position in Monsanto Co in Q2 2014 and held it in 16 quarters.
Smith Salley Wealth Management's Monsanto Co position peaked at $5.19M in Q2 2014.
4 funds tracked by Wall St. Rank held Monsanto Co as of Q2 2018.

Based on Smith Salley Wealth Management's 13F filing for Q2 2018, filed 10 Aug 2018.