WT
MON

Whittier Trust’s Monsanto Co MON Stock Holding History

Whittier Trust’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
-6,083
Closed -$710K – 1367
2018
Q1 		$710K Sell
6,083
-322
-5% -$38.7K 0.02% 327
2017
Q4 		$748K Buy
6,405
+84
+1% +$9.99K 0.03% 314
2017
Q3 		$757K Buy
6,321
+1,124
+22% +$132K 0.03% 309
2017
Q2 		$615K Sell
5,197
-131
-2% -$15.3K 0.02% 320
2017
Q1 		$603K Buy
5,328
+186
+4% +$20.6K 0.02% 323
2016
Q4 		$541K Buy
5,142
+95
+2% +$9.74K 0.02% 332
2016
Q3 		$516K Hold
5,047
– – 0.02% 337
2016
Q2 		$522K Buy
5,047
+75
+2% +$7.43K 0.02% 331
2016
Q1 		$436K Sell
4,972
-300
-6% -$27.1K 0.02% 355
2015
Q4 		$519K Sell
5,272
-443
-8% -$41.6K 0.02% 348
2015
Q3 		$488K Sell
5,715
-1,479
-21% -$146K 0.02% 335
2015
Q2 		$766K Buy
7,194
+1,970
+38% +$229K 0.03% 304
2015
Q1 		$588K Buy
5,224
+120
+2% +$14.3K 0.03% 324
2014
Q4 		$610K Buy
5,104
+100
+2% +$11.6K 0.03% 306
2014
Q3 		$563K Buy
5,004
+127
+3% +$14.8K 0.03% 317
2014
Q2 		$608K Sell
4,877
-425
-8% -$49.7K 0.03% 309
2014
Q1 		$603K Hold
5,302
– – 0.03% 301
2013
Q4 		$618K Hold
5,302
– – 0.03% 296
2013
Q3 		$554K Hold
5,302
– – 0.03% 313
2013
Q2 		$524K Buy
+5,302
New +$555K 0.03% 316

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

Whittier Trust's MON Position: Q2 2018 in Review

Whittier Trust sold out of Monsanto Co (MON) in Q2 2018, closing a stake of 6,083 shares — an estimated $710K sold.

Whittier Trust first reported a position in MON in Q2 2013 and held it in 20 quarters. The position peaked at $766K in Q2 2015. 4 funds tracked by Wall St. Rank hold MON as of Q2 2018.

  • Whittier Trust reported no remaining Monsanto Co position as of Q2 2018 after selling out during the quarter.
  • Whittier Trust sold 6,083 Monsanto Co shares in Q2 2018, an estimated $710K.
  • Whittier Trust first reported a position in Monsanto Co in Q2 2013 and held it in 20 quarters.
  • Whittier Trust's Monsanto Co position peaked at $766K in Q2 2015.
  • 4 funds tracked by Wall St. Rank held Monsanto Co as of Q2 2018.

Based on Whittier Trust's 13F filing for Q2 2018, filed 20 Jul 2018.