UCFA
MON

United Capital Financial Advisors’s Monsanto Co MON Stock Holding History

United Capital Financial 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
-11,212
Closed -$1.31M – 1381
2018
Q1 		$1.31M Buy
11,212
+1,675
+18% +$202K 0.01% 704
2017
Q4 		$1.11M Sell
9,537
-178
-2% -$21.2K 0.01% 756
2017
Q3 		$1.16M Sell
9,715
-26
-0.3% -$3.06K 0.01% 735
2017
Q2 		$1.15M Buy
9,741
+855
+10% +$99.8K 0.01% 726
2017
Q1 		$1.01M Buy
8,886
+230
+3% +$25.5K 0.01% 742
2016
Q4 		$911K Sell
8,656
-920
-10% -$94.3K 0.01% 777
2016
Q3 		$979K Buy
9,576
+1,268
+15% +$133K 0.01% 778
2016
Q2 		$856K Sell
8,308
-60,419
-88% -$5.98M 0.01% 781
2016
Q1 		$6.03M Sell
68,727
-1,096
-2% -$98.9K 0.07% 300
2015
Q4 		$6.88M Sell
69,823
-2,118
-3% -$199K 0.08% 273
2015
Q3 		$6.14M Sell
71,941
-2,568
-3% -$254K 0.07% 277
2015
Q2 		$7.94M Buy
74,509
+343
+0.5% +$39.8K 0.09% 258
2015
Q1 		$8.45M Sell
74,166
-905
-1% -$108K 0.1% 248
2014
Q4 		$8.97M Buy
75,071
+9,914
+15% +$1.15M 0.13% 180
2014
Q3 		$7.33M Buy
65,157
+918
+1% +$107K 0.13% 195
2014
Q2 		$8.01M Buy
64,239
+1,146
+2% +$134K 0.15% 180
2014
Q1 		$7.18M Buy
63,093
+5,451
+9% +$607K 0.15% 161
2013
Q4 		$6.72M Sell
57,642
-2,124
-4% -$232K 0.23% 116
2013
Q3 		$6.24M Sell
59,766
-1,891
-3% -$190K 0.2% 113
2013
Q2 		$6.09M Buy
+61,657
New +$6.46M 0.16% 161

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

United Capital Financial Advisors's MON Position: Q2 2018 in Review

United Capital Financial Advisors sold out of Monsanto Co (MON) in Q2 2018, closing a stake of 11,212 shares — an estimated $1.31M sold.

United Capital Financial Advisors first reported a position in MON in Q2 2013 and held it in 20 quarters. The position peaked at $8.97M in Q4 2014. 4 funds tracked by Wall St. Rank hold MON as of Q2 2018.

  • United Capital Financial Advisors reported no remaining Monsanto Co position as of Q2 2018 after selling out during the quarter.
  • United Capital Financial Advisors sold 11,212 Monsanto Co shares in Q2 2018, an estimated $1.31M.
  • United Capital Financial Advisors first reported a position in Monsanto Co in Q2 2013 and held it in 20 quarters.
  • United Capital Financial Advisors's Monsanto Co position peaked at $8.97M in Q4 2014.
  • 4 funds tracked by Wall St. Rank held Monsanto Co as of Q2 2018.

Based on United Capital Financial Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.