WAM
MON

Wealthspire Advisors (Maryland)’s Monsanto Co MON Stock Holding History

Wealthspire Advisors (Maryland)’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
-2,377
Closed -$277K – 2689
2018
Q1 		$277K Sell
2,377
-770
-24% -$92.7K 0.03% 380
2017
Q4 		$368K Buy
3,147
+165
+6% +$19.6K 0.04% 323
2017
Q3 		$357K Sell
2,982
-36
-1% -$4.24K 0.04% 320
2017
Q2 		$357K Buy
3,018
+642
+27% +$74.9K 0.04% 306
2017
Q1 		$269K Sell
2,376
-159
-6% -$17.6K 0.04% 313
2016
Q4 		$267K Sell
2,535
-585
-19% -$60K 0.04% 304
2016
Q3 		$319K Buy
3,120
+540
+21% +$56.7K 0.05% 257
2016
Q2 		$267K Sell
2,580
-141
-5% -$14K 0.04% 286
2016
Q1 		$239K Sell
2,721
-1,901
-41% -$172K 0.04% 307
2015
Q4 		$455K Buy
+4,622
New +$434K 0.08% 171

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

Wealthspire Advisors (Maryland)'s MON Position: Q2 2018 in Review

Wealthspire Advisors (Maryland) sold out of Monsanto Co (MON) in Q2 2018, closing a stake of 2,377 shares — an estimated $277K sold.

Wealthspire Advisors (Maryland) first reported a position in MON in Q4 2015 and held it in 10 quarters. The position peaked at $455K in Q4 2015. 4 funds tracked by Wall St. Rank hold MON as of Q2 2018.

  • Wealthspire Advisors (Maryland) reported no remaining Monsanto Co position as of Q2 2018 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 2,377 Monsanto Co shares in Q2 2018, an estimated $277K.
  • Wealthspire Advisors (Maryland) first reported a position in Monsanto Co in Q4 2015 and held it in 10 quarters.
  • Wealthspire Advisors (Maryland)'s Monsanto Co position peaked at $455K in Q4 2015.
  • 4 funds tracked by Wall St. Rank held Monsanto Co as of Q2 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2018, filed 8 Aug 2018.