YWP
MON

YorkBridge Wealth Partners’s Monsanto Co MON Stock Holding History

YorkBridge Wealth Partners’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
-999
Closed -$125K – 900
2018
Q1 		$125K Sell
999
-351
-26% -$42.2K 0.06% 256
2017
Q4 		$161K Sell
1,350
-184
-12% -$21.9K 0.08% 204
2017
Q3 		$184K Hold
1,534
– – 0.1% 183
2017
Q2 		$182K Hold
1,534
– – 0.1% 180
2017
Q1 		$179K Buy
1,534
+386
+34% +$42.7K 0.09% 179
2016
Q4 		$118K Buy
+1,148
New +$118K 0.07% 217

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

YorkBridge Wealth Partners's MON Position: Q2 2018 in Review

YorkBridge Wealth Partners sold out of Monsanto Co (MON) in Q2 2018, closing a stake of 999 shares — an estimated $125K sold.

YorkBridge Wealth Partners first reported a position in MON in Q4 2016 and held it in 6 quarters. The position peaked at $184K in Q3 2017. 4 funds tracked by Wall St. Rank hold MON as of Q2 2018.

  • YorkBridge Wealth Partners reported no remaining Monsanto Co position as of Q2 2018 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 999 Monsanto Co shares in Q2 2018, an estimated $125K.
  • YorkBridge Wealth Partners first reported a position in Monsanto Co in Q4 2016 and held it in 6 quarters.
  • YorkBridge Wealth Partners's Monsanto Co position peaked at $184K in Q3 2017.
  • 4 funds tracked by Wall St. Rank held Monsanto Co as of Q2 2018.

Based on YorkBridge Wealth Partners's 13F filing for Q2 2018, filed 10 Aug 2018.