Moneta Group Investment Advisors LLC Closed Holding Positions

Moneta Group Investment Advisors LLC

  • $12.3 Billion
  • Q3 2025
Stock Closed Quarter Shares Sold Price Range Trade History
E Trade Financial Corp
Q3 2018 Filed on Nov 13, 2018
11,665
N/A
REM
Ishares Tr Mtg Real Estate ETF

ETFs
Q3 2018 Filed on Nov 13, 2018
1,081
$43.12 - $45.65 $46.6K - $49.3K
XHR
Xenia Hotels & Resorts, Inc.

Real Estate
Q3 2018 Filed on Nov 13, 2018
535
$23.51 - $24.92 $12.6K - $13.3K
Amerigas Partners LP Units LTD Partnership Int
Q3 2018 Filed on Nov 13, 2018
1,187
N/A
Rockwell Collins Inc
Q3 2018 Filed on Nov 13, 2018
5,000
N/A
SPIB
Spdr Portfolio Intermediate Te

ETFs
Q3 2018 Filed on Nov 13, 2018
10,305
N/A
Celgene Corp
Q3 2018 Filed on Nov 13, 2018
1,433
N/A
PNR
Pentair PLC

Industrials
Q3 2018 Filed on Nov 13, 2018
5,270
$41.91 - $45.31 $221K - $239K
NGG
National Grid PLC

Utilities
Q3 2018 Filed on Nov 13, 2018
608
$50.55 - $58.59 $30.7K - $35.6K
MTD
Mettler Toledo International Inc

Healthcare
Q3 2018 Filed on Nov 13, 2018
190
$559.44 - $617.94 $106K - $117K
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
AKAM
Akamai Technologies Inc

Technology
Q3 2018 Filed on Nov 13, 2018
206
$71.39 - $80.73 $14.7K - $16.6K
Apache Corp Com
Q3 2018 Filed on Nov 13, 2018
373
N/A
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
Q3 2018 Filed on Nov 13, 2018
1,388
N/A
TRTN
Triton International LTD

Industrials
Q3 2018 Filed on Nov 13, 2018
394
$30.09 - $39.04 $11.9K - $15.4K
GMED
Globus Medical Inc

Healthcare
Q3 2018 Filed on Nov 13, 2018
4,280
$50.24 - $56.76 $215K - $243K
SKYY
First Trust Cloud Computing Et

ETFs
Q3 2018 Filed on Nov 13, 2018
829
N/A
GCP
Gcp Applied Technologies Inc.

Basic Materials
Q3 2018 Filed on Nov 13, 2018
16,100
$24.3 - $29.7 $391K - $478K
Blackstone Group LP
Q3 2018 Filed on Nov 13, 2018
8,500
N/A
KSS
Kohls Corp

Consumer Cyclical
Q2 2018 Filed on Aug 14, 2018
50
$58.38 - $78.32 $2.92K - $3.92K
TSN
Tyson Foods, Inc.

Consumer Defensive
Q2 2018 Filed on Aug 14, 2018
110
$66.05 - $71.99 $7.27K - $7.92K
JNPR
Juniper Networks Inc

Technology
Q2 2018 Filed on Aug 14, 2018
100
$24.07 - $27.92 $2.41K - $2.79K
BBBY
Bed Bath & Beyond Inc

Consumer Cyclical
Q2 2018 Filed on Aug 14, 2018
60
$16.72 - $21.54 $1K - $1.29K
Time Warner Inc
Q2 2018 Filed on Aug 14, 2018
1,807
N/A
Powershares Buyback Achievers Portfolio
Q2 2018 Filed on Aug 14, 2018
803
N/A
Concho Resources
Q2 2018 Filed on Aug 14, 2018
4
N/A
IRBT
Irobot Corp

Consumer Cyclical
Q2 2018 Filed on Aug 14, 2018
3,000
$57.06 - $79.99 $171K - $240K
PCG
Pg&E Corp

Utilities
Q2 2018 Filed on Aug 14, 2018
60
$39.29 - $46.8 $2.36K - $2.81K
DOX
Amdocs LTD

Technology
Q2 2018 Filed on Aug 14, 2018
180
$65.34 - $70.14 $11.8K - $12.6K
RE
Everest Re Group LTD

Financial Services
Q2 2018 Filed on Aug 14, 2018
40
$224.72 - $260.0 $8.99K - $10.4K
Powershares Qqq Tr
Q2 2018 Filed on Aug 14, 2018
5,000
N/A
Monsanto CO
Q2 2018 Filed on Aug 14, 2018
50,729
N/A
FLEX
Flex Ltd.

Technology
Q2 2018 Filed on Aug 14, 2018
4,850
$13.0 - $17.46 $63.1K - $84.7K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
Q2 2018 Filed on Aug 14, 2018
50
$20.83 - $25.03 $1.04K - $1.25K
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
SEE
Sealed Air Corp

Consumer Cyclical
Q2 2018 Filed on Aug 14, 2018
70
$41.8 - $45.77 $2.93K - $3.2K
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
Csra Inc Com
Q2 2018 Filed on Aug 14, 2018
1,500
N/A
ERJ
Embraer S.A.

Industrials
Q2 2018 Filed on Aug 14, 2018
159
$23.23 - $27.49 $3.69K - $4.37K
HURN
Huron Consulting Group Inc.

Industrials
Q2 2018 Filed on Aug 14, 2018
100
$34.4 - $41.55 $3.44K - $4.16K
Powershares S&P Smallcap Low Volatility Portfolio
Q2 2018 Filed on Aug 14, 2018
250
N/A
FNV
Franco Nevada Corp

Basic Materials
Q2 2018 Filed on Aug 14, 2018
44
$67.5 - $74.44 $2.97K - $3.28K
Powershares S&P Midcap Low Volatility Portfolio
Q2 2018 Filed on Aug 14, 2018
250
N/A
MOO
Vaneck Vectors ETF Tr Vaneck A

ETFs
Q2 2018 Filed on Aug 14, 2018
170
N/A
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
Flaherty & Crumrine Dyn Pfd Shs
Q2 2018 Filed on Aug 14, 2018
600
N/A
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