VFA
MON

Valeo Financial Advisors’s Monsanto Co MON Stock Holding History

Valeo 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
-11,123
Closed -$1.3M – 1830
2018
Q1 		$1.3M Sell
11,123
-577
-5% -$69.4K 0.21% 86
2017
Q4 		$1.37M Buy
11,700
+1,667
+17% +$198K 0.22% 77
2017
Q3 		$1.2M Buy
+10,033
New +$1.18M 0.27% 74

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

Valeo Financial Advisors's MON Position: Q2 2018 in Review

Valeo Financial Advisors sold out of Monsanto Co (MON) in Q2 2018, closing a stake of 11,123 shares — an estimated $1.3M sold.

Valeo Financial Advisors first reported a position in MON in Q3 2017 and held it in 3 quarters. The position peaked at $1.37M in Q4 2017. 4 funds tracked by Wall St. Rank hold MON as of Q2 2018.

  • Valeo Financial Advisors reported no remaining Monsanto Co position as of Q2 2018 after selling out during the quarter.
  • Valeo Financial Advisors sold 11,123 Monsanto Co shares in Q2 2018, an estimated $1.3M.
  • Valeo Financial Advisors first reported a position in Monsanto Co in Q3 2017 and held it in 3 quarters.
  • Valeo Financial Advisors's Monsanto Co position peaked at $1.37M in Q4 2017.
  • 4 funds tracked by Wall St. Rank held Monsanto Co as of Q2 2018.

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