Moneta Group Investment Advisors LLC Closed Holding Positions

Moneta Group Investment Advisors LLC

  • $9.24 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
SCHR
Schwab Intermediate Term Us Tr

ETFs
Q2 2018 Filed on Aug 14, 2018
22
N/A
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
TSN
Tyson Foods, Inc.

Consumer Defensive
Q2 2018 Filed on Aug 14, 2018
110
$66.05 - $71.99 $7.27K - $7.92K
BBBY
Bed Bath & Beyond Inc

Consumer Cyclical
Q2 2018 Filed on Aug 14, 2018
60
$16.72 - $21.54 $1K - $1.29K
JNPR
Juniper Networks Inc

Technology
Q2 2018 Filed on Aug 14, 2018
100
$24.07 - $27.92 $2.41K - $2.79K
IYC
Ishares U.S. Consumer Discreti

ETFs
Q2 2018 Filed on Aug 14, 2018
125
N/A
Time Warner Inc
Q2 2018 Filed on Aug 14, 2018
1,807
N/A
HURN
Huron Consulting Group Inc.

Industrials
Q2 2018 Filed on Aug 14, 2018
100
$34.4 - $41.55 $3.44K - $4.16K
IVZ
Invesco Ltd.

Financial Services
Q2 2018 Filed on Aug 14, 2018
650
$26.51 - $31.78 $17.2K - $20.7K
KSS
Kohls Corp

Consumer Cyclical
Q2 2018 Filed on Aug 14, 2018
50
$58.38 - $78.32 $2.92K - $3.92K
Powershares S&P Smallcap Low Volatility Portfolio
Q2 2018 Filed on Aug 14, 2018
250
N/A
Powershares Ftse Rafi Us 1000
Q2 2018 Filed on Aug 14, 2018
110,144
N/A
BALL
Ball Corp

Consumer Cyclical
Q1 2018 Filed on May 14, 2018
8
$36.51 - $41.81 $292 - $334
TBPH
Theravance Biopharma, Inc.

Healthcare
Q1 2018 Filed on May 14, 2018
1,442
$23.37 - $29.71 $33.7K - $42.8K
FUTY
Fidelity Covington Tr Msci Uti

ETFs
Q1 2018 Filed on May 14, 2018
1,015
$31.11 - $34.21 $31.6K - $34.7K
Entercom Communications Corp Cl A
Q1 2018 Filed on May 14, 2018
22
N/A
HASI
Hannon Armstrong Sustainable Infrastructure Capital, Inc.

Real Estate
Q1 2018 Filed on May 14, 2018
0
$17.6 - $24.01 $0 - $0
Broadcom LTD Shs
Q1 2018 Filed on May 14, 2018
4
N/A
L Brands Inc Com
Q1 2018 Filed on May 14, 2018
3
N/A
FTI
Technip Fmc PLC

Energy
Q1 2018 Filed on May 14, 2018
6
$21.35 - $25.89 $128 - $155
CTRA
Coterra Energy Inc.

Energy
Q1 2018 Filed on May 14, 2018
5
$23.01 - $29.12 $115 - $146
Columbia Emerging Markets Consumer ETF
Q1 2018 Filed on May 14, 2018
26,450
N/A
DHS
Wisdomtree Tr U.S

ETFs
Q1 2018 Filed on May 14, 2018
1,058
N/A
Discovery Hldg CO
Q1 2018 Filed on May 14, 2018
14
N/A
TPR
Tapestry, Inc.

Consumer Cyclical
Q1 2018 Filed on May 14, 2018
5
$44.97 - $53.24 $225 - $266
CF
Cf Industries Holdings, Inc.

Basic Materials
Q1 2018 Filed on May 14, 2018
17
$36.49 - $44.56 $620 - $758
APTV
Aptiv PLC

Consumer Cyclical
Q1 2018 Filed on May 14, 2018
3
$81.21 - $96.02 $244 - $288
Priceline.Com Inc
Q1 2018 Filed on May 14, 2018
1
N/A
FLC
Flaherty & Crumrine Total Return Fund Inc

Financial Services
Q1 2018 Filed on May 14, 2018
2,047
$19.41 - $21.58 $39.7K - $44.2K
SBH
Sally Beauty Holdings, Inc.

Consumer Cyclical
Q1 2018 Filed on May 14, 2018
70
$15.3 - $19.08 $1.07K - $1.34K
Torchmark Corp Com
Q1 2018 Filed on May 14, 2018
6
N/A
UYG
Proshares Ultra Financials

ETFs
Q1 2018 Filed on May 14, 2018
0
N/A
KEY
Keycorp

Financial Services
Q1 2018 Filed on May 14, 2018
16
$19.04 - $22.15 $305 - $354
Delphi Technologies PLC Shs
Q1 2018 Filed on May 14, 2018
1
N/A
GPRO
Go Pro, Inc.

Technology
Q1 2018 Filed on May 14, 2018
150
$4.58 - $7.57 $687 - $1.14K
DTE
Dte Energy CO

Utilities
Q1 2018 Filed on May 14, 2018
4
$83.82 - $92.3 $335 - $369
General Growth Pptys Inc
Q1 2018 Filed on May 14, 2018
12
N/A
VNO
Vornado Realty Trust

Real Estate
Q1 2018 Filed on May 14, 2018
4
$65.15 - $77.32 $261 - $309
EQR
Equity Residential

Real Estate
Q1 2018 Filed on May 14, 2018
5
$55.26 - $63.84 $276 - $319
GLW
Corning Inc

Technology
Q1 2018 Filed on May 14, 2018
3,000
$27.35 - $34.85 $82.1K - $105K
XRAY
Dentsply Sirona Inc.

Healthcare
Q1 2018 Filed on May 14, 2018
3
$49.95 - $68.3 $150 - $205
Liberty Global PLC Lilac Shs Cl C
Q1 2018 Filed on May 14, 2018
1,881
N/A
Windstream Corporation
Q1 2018 Filed on May 14, 2018
1,189
N/A
HP
Helmerich & Payne, Inc.

Energy
Q1 2018 Filed on May 14, 2018
4
$62.64 - $74.33 $251 - $297
PRGO
Perrigo CO PLC

Healthcare
Q1 2018 Filed on May 14, 2018
3
$79.57 - $95.15 $239 - $285
CLB
Core Laboratories N V

Energy
Q1 2018 Filed on May 14, 2018
2,000
$102.96 - $120.94 $206K - $242K
Ultra Petroleum Corp Com New
Q4 2017 Filed on Feb 13, 2018
24,614
N/A
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