Moneta Group Investment Advisors LLC Closed Holding Positions

Moneta Group Investment Advisors LLC

  • $7.05 Billion
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
SEE
Sealed Air Corp

Consumer Cyclical
Q2 2018 Filed on Aug 14, 2018
70
$41.8 - $45.77 $2.93K - $3.2K
DOX
Amdocs LTD

Technology
Q2 2018 Filed on Aug 14, 2018
180
$65.34 - $70.14 $11.8K - $12.6K
PCG
Pg&E Corp

Utilities
Q2 2018 Filed on Aug 14, 2018
60
$39.29 - $46.8 $2.36K - $2.81K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
Q2 2018 Filed on Aug 14, 2018
50
$20.83 - $25.03 $1.04K - $1.25K
Csra Inc Com
Q2 2018 Filed on Aug 14, 2018
1,500
N/A
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
Q2 2018 Filed on Aug 14, 2018
1,200
$5.57 - $6.82 $6.68K - $8.18K
Powershares Qqq Tr
Q2 2018 Filed on Aug 14, 2018
5,000
N/A
WDC
Western Digital Corp

Technology
Q2 2018 Filed on Aug 14, 2018
250
$76.77 - $92.51 $19.2K - $23.1K
FL
Foot Locker, Inc.

Consumer Cyclical
Q2 2018 Filed on Aug 14, 2018
60
$40.52 - $58.92 $2.43K - $3.54K
OII
Oceaneering International Inc

Energy
Q2 2018 Filed on Aug 14, 2018
80
$17.95 - $25.46 $1.44K - $2.04K
BBBY
Bed Bath & Beyond Inc

Consumer Cyclical
Q2 2018 Filed on Aug 14, 2018
60
$16.72 - $21.54 $1K - $1.29K
CNO
Cno Financial Group, Inc.

Financial Services
Q2 2018 Filed on Aug 14, 2018
3,040
$18.93 - $22.73 $57.5K - $69.1K
KIM
Kimco Realty Corp

Real Estate
Q2 2018 Filed on Aug 14, 2018
276
$13.24 - $17.9 $3.65K - $4.94K
Goldcorp Inc
Q2 2018 Filed on Aug 14, 2018
236
N/A
ITRI
Itron, Inc.

Technology
Q2 2018 Filed on Aug 14, 2018
1,010
$56.95 - $71.6 $57.5K - $72.3K
Powershares Ftse Rafi Us 1000
Q2 2018 Filed on Aug 14, 2018
110,144
N/A
HURN
Huron Consulting Group Inc.

Industrials
Q2 2018 Filed on Aug 14, 2018
100
$34.4 - $41.55 $3.44K - $4.16K
SNX
Td Synnex Corp

Technology
Q2 2018 Filed on Aug 14, 2018
555
$47.65 - $58.15 $26.4K - $32.3K
Powershares S&P Smallcap Low Volatility Portfolio
Q2 2018 Filed on Aug 14, 2018
250
N/A
RIO
Rio Tinto PLC

Basic Materials
Q2 2018 Filed on Aug 14, 2018
260
$50.55 - $60.67 $13.1K - $15.8K
Db Commodity Index Tracking
Q2 2018 Filed on Aug 14, 2018
3,000
N/A
SCHR
Schwab Intermediate Term Us Tr

ETFs
Q2 2018 Filed on Aug 14, 2018
22
N/A
FNV
Franco Nevada Corp

Basic Materials
Q2 2018 Filed on Aug 14, 2018
44
$67.5 - $74.44 $2.97K - $3.28K
BKH
Black Hills Corp

Utilities
Q2 2018 Filed on Aug 14, 2018
400
$52.69 - $61.44 $21.1K - $24.6K
OC
Owens Corning

Industrials
Q2 2018 Filed on Aug 14, 2018
0
$61.76 - $82.1 $0 - $0
FLEX
Flex Ltd.

Technology
Q2 2018 Filed on Aug 14, 2018
4,850
$13.0 - $17.46 $63.1K - $84.7K
NZF
Nuveen Municipal Credit Income Fund

Financial Services
Q2 2018 Filed on Aug 14, 2018
4,324
$14.01 - $14.57 $60.6K - $63K
OR
Osisko Gold Royalties LTD

Basic Materials
Q2 2018 Filed on Aug 14, 2018
370
$9.18 - $10.73 $3.4K - $3.97K
SSL
Sasol LTD

Basic Materials
Q2 2018 Filed on Aug 14, 2018
200
$33.43 - $38.13 $6.69K - $7.63K
ERJ
Embraer S.A.

Industrials
Q2 2018 Filed on Aug 14, 2018
159
$23.23 - $27.49 $3.69K - $4.37K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
Q2 2018 Filed on Aug 14, 2018
29
$47.25 - $56.75 $1.37K - $1.65K
Pretium Res Inc Com
Q2 2018 Filed on Aug 14, 2018
680
N/A
IVZ
Invesco Ltd.

Financial Services
Q2 2018 Filed on Aug 14, 2018
650
$26.51 - $31.78 $17.2K - $20.7K
Powershares S&P Midcap Low Volatility Portfolio
Q2 2018 Filed on Aug 14, 2018
250
N/A
IYJ
Ishares Tr

ETFs
Q2 2018 Filed on Aug 14, 2018
152
$70.11 - $75.86 $10.7K - $11.5K
MOO
Vaneck Vectors ETF Tr Vaneck A

ETFs
Q2 2018 Filed on Aug 14, 2018
170
N/A
FSM
Fortuna Silver Mines Inc

Basic Materials
Q2 2018 Filed on Aug 14, 2018
888
$5.17 - $5.94 $4.59K - $5.27K
Powershares Buyback Achievers Portfolio
Q2 2018 Filed on Aug 14, 2018
803
N/A
NG
Novagold Resources Inc

Basic Materials
Q2 2018 Filed on Aug 14, 2018
722
$4.31 - $5.02 $3.11K - $3.62K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
Q2 2018 Filed on Aug 14, 2018
145
$120.79 - $129.84 $17.5K - $18.8K
IYC
Ishares U.S. Consumer Discreti

ETFs
Q2 2018 Filed on Aug 14, 2018
125
N/A
IGM
Ishares Expanded Tech Sector E

ETFs
Q2 2018 Filed on Aug 14, 2018
125
N/A
PLAY
Dave & Buster'S Entertainment, Inc.

Communication Services
Q2 2018 Filed on Aug 14, 2018
10
$38.05 - $55.82 $381 - $558
NDAQ
Nasdaq, Inc.

Financial Services
Q2 2018 Filed on Aug 14, 2018
13
$85.2 - $95.32 $1.11K - $1.24K
Monsanto CO
Q2 2018 Filed on Aug 14, 2018
50,729
N/A
CMP
Compass Minerals International Inc

Basic Materials
Q2 2018 Filed on Aug 14, 2018
145
$59.5 - $69.5 $8.63K - $10.1K
Flaherty & Crumrine Dyn Pfd Shs
Q2 2018 Filed on Aug 14, 2018
600
N/A
Powershares Qqq Tr
Q2 2018 Filed on Aug 14, 2018
125
N/A
IYZ
Ishares Tr Us Telecommunicatio

ETFs
Q2 2018 Filed on Aug 14, 2018
12
$26.51 - $28.06 $318 - $337
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