Moneta Group Investment Advisors LLC Closed Holding Positions

Moneta Group Investment Advisors LLC

  • $7.15 Billion
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
Speedway Motorsports Inc Com
Q2 2019 Filed on Aug 13, 2019
1,313
N/A
AAP
Advance Auto Parts Inc

Consumer Cyclical
Q2 2019 Filed on Aug 13, 2019
1,437
$149.93 - $181.43 $215K - $261K
WYNN
Wynn Resorts LTD

Consumer Cyclical
Q1 2019 Filed on May 15, 2019
18,219
$103.39 - $131.75 $1.88M - $2.4M
DRE
Duke Realty Corp

Real Estate
Q1 2019 Filed on May 15, 2019
14,015
$25.04 - $30.83 $351K - $432K
TROW
Price T Rowe Group Inc

Financial Services
Q1 2019 Filed on May 15, 2019
2,286
$88.81 - $102.85 $203K - $235K
Vectren Corp
Q1 2019 Filed on May 15, 2019
4,598
N/A
SJNK
Spdr Bloomberg Short Term High

ETFs
Q1 2019 Filed on May 15, 2019
2,574
N/A
First Data Corp New Com Cl A
Q4 2018 Filed on Feb 11, 2019
11,860
N/A
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
Q4 2018 Filed on Feb 11, 2019
542
N/A
RHP
Ryman Hospitality Properties, Inc.

Real Estate
Q4 2018 Filed on Feb 11, 2019
213
$65.64 - $85.55 $14K - $18.2K
WSM
Williams Sonoma Inc

Consumer Cyclical
Q4 2018 Filed on Feb 11, 2019
3,270
$45.54 - $65.01 $149K - $213K
Corporate Cap Tr Inc Com
Q4 2018 Filed on Feb 11, 2019
47,712
N/A
IYT
Ishares Tr U.S. Transportation

ETFs
Q4 2018 Filed on Feb 11, 2019
1,154
$155.39 - $205.13 $179K - $237K
Express Scripts Inc
Q4 2018 Filed on Feb 11, 2019
11,781
N/A
XLV
Select Sector Spdr Fund Health

ETFs
Q4 2018 Filed on Feb 11, 2019
1,500
N/A
FNDC
Schwab Fundamental Intl Small

ETFs
Q4 2018 Filed on Feb 11, 2019
6,632
N/A
FAX
Aberdeen Asia Pacific Income Fund Inc

Financial Services
Q3 2018 Filed on Nov 13, 2018
12,500
$4.09 - $4.37 $51.1K - $54.6K
MTD
Mettler Toledo International Inc

Healthcare
Q3 2018 Filed on Nov 13, 2018
190
$559.44 - $617.94 $106K - $117K
MIN
Mfs Intermediate Income Trust

Financial Services
Q3 2018 Filed on Nov 13, 2018
11,100
$3.74 - $3.88 $41.5K - $43.1K
DGS
Wisdomtree Emerging Markets Sm

ETFs
Q3 2018 Filed on Nov 13, 2018
731
N/A
FAM
First Trust/Aberdeen Global Opportunity Income Fund

Financial Services
Q3 2018 Filed on Nov 13, 2018
2,000
$9.34 - $10.15 $18.7K - $20.3K
UIS
Unisys Corp

Technology
Q3 2018 Filed on Nov 13, 2018
2,000
$12.7 - $20.75 $25.4K - $41.5K
SIL
Global X Silver Miners ETF

ETFs
Q3 2018 Filed on Nov 13, 2018
446
$23.2 - $29.58 $10.3K - $13.2K
Apache Corp Com
Q3 2018 Filed on Nov 13, 2018
373
N/A
GIM
Templeton Global Income Fund

Financial Services
Q3 2018 Filed on Nov 13, 2018
6,425
$5.99 - $6.31 $38.5K - $40.5K
JQC
Nuveen Credit Strategies Income Fund

Financial Services
Q3 2018 Filed on Nov 13, 2018
2,500
$7.87 - $8.02 $19.7K - $20.1K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
Q3 2018 Filed on Nov 13, 2018
7,760
N/A
BIDU
Baidu, Inc.

Communication Services
Q3 2018 Filed on Nov 13, 2018
1,139
$213.47 - $271.45 $243K - $309K
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
Q3 2018 Filed on Nov 13, 2018
5,886
N/A
RWR
Spdr Dow Jones Reit ETF

ETFs
Q3 2018 Filed on Nov 13, 2018
1,488
N/A
Sina Corporation
Q3 2018 Filed on Nov 13, 2018
338
N/A
HUM
Humana Inc

Healthcare
Q3 2018 Filed on Nov 13, 2018
52
$298.8 - $340.61 $15.5K - $17.7K
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
Q3 2018 Filed on Nov 13, 2018
1,388
N/A
IP
International Paper CO

Consumer Cyclical
Q3 2018 Filed on Nov 13, 2018
340
$46.54 - $51.69 $15.8K - $17.6K
YELP
Yelp Inc

Communication Services
Q3 2018 Filed on Nov 13, 2018
10,500
$36.88 - $52.07 $387K - $547K
Gramercy Ppty Tr Com New
Q3 2018 Filed on Nov 13, 2018
994
N/A
Anadarko Pete Corp
Q3 2018 Filed on Nov 13, 2018
2,320
N/A
HSBC
Hsbc Holdings PLC

Financial Services
Q3 2018 Filed on Nov 13, 2018
802
$42.81 - $48.5 $34.3K - $38.9K
NGG
National Grid PLC

Utilities
Q3 2018 Filed on Nov 13, 2018
608
$50.55 - $58.59 $30.7K - $35.6K
EXC
Exelon Corp

Utilities
Q3 2018 Filed on Nov 13, 2018
346
$29.68 - $31.83 $10.3K - $11K
0HVP.L
Lumen Technologies, Inc.

Telecommunication
Q3 2018 Filed on Nov 13, 2018
1,128
N/A
Andeavor Com
Q3 2018 Filed on Nov 13, 2018
3,094
N/A
GMED
Globus Medical Inc

Healthcare
Q3 2018 Filed on Nov 13, 2018
4,280
$50.24 - $56.76 $215K - $243K
Bb&T Corp Com
Q3 2018 Filed on Nov 13, 2018
291
N/A
Praxair Inc
Q3 2018 Filed on Nov 13, 2018
479
N/A
XHS
Spdr S&P Health Care Services

ETFs
Q3 2018 Filed on Nov 13, 2018
383
N/A
UAA
Under Armour, Inc.

Consumer Cyclical
Q3 2018 Filed on Nov 13, 2018
1,979
$18.76 - $22.57 $37.1K - $44.7K
Flir Systems Inc
Q3 2018 Filed on Nov 13, 2018
7,310
N/A
VC
Visteon Corp

Consumer Cyclical
Q3 2018 Filed on Nov 13, 2018
1,640
$92.9 - $138.42 $152K - $227K
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