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
Blackstone Group LP
Q3 2018 Filed on Nov 13, 2018
8,500
N/A
PNR
Pentair PLC

Industrials
Q3 2018 Filed on Nov 13, 2018
5,270
$41.91 - $45.31 $221K - $239K
Celgene Corp
Q3 2018 Filed on Nov 13, 2018
1,433
N/A
IWC
Russell Micro Cap ETF

ETFs
Q3 2018 Filed on Nov 13, 2018
889
$104.28 - $109.91 $92.7K - $97.7K
E Trade Financial Corp
Q3 2018 Filed on Nov 13, 2018
11,665
N/A
Rockwell Collins Inc
Q3 2018 Filed on Nov 13, 2018
5,000
N/A
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
Q3 2018 Filed on Nov 13, 2018
12,466
$31.94 - $39.23 $398K - $489K
FTS
Fortis Inc.

Utilities
Q3 2018 Filed on Nov 13, 2018
7,408
$31.79 - $33.35 $236K - $247K
UHAL
Amerco

Industrials
Q3 2018 Filed on Nov 13, 2018
1,950
$346.29 - $383.52 $675K - $748K
BIP
Brookfield Infrastructure Partners L.P.

Utilities
Q3 2018 Filed on Nov 13, 2018
13,375
$22.86 - $24.6 $306K - $329K
AKAM
Akamai Technologies Inc

Technology
Q3 2018 Filed on Nov 13, 2018
206
$71.39 - $80.73 $14.7K - $16.6K
Cypress Semiconductrcorp
Q3 2018 Filed on Nov 13, 2018
12,005
N/A
Bb&T Corp Com
Q3 2018 Filed on Nov 13, 2018
291
N/A
Anadarko Pete Corp
Q3 2018 Filed on Nov 13, 2018
2,320
N/A
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
Q3 2018 Filed on Nov 13, 2018
7,760
N/A
EXC
Exelon Corp

Utilities
Q3 2018 Filed on Nov 13, 2018
346
$29.68 - $31.83 $10.3K - $11K
Andeavor Com
Q3 2018 Filed on Nov 13, 2018
3,094
N/A
STT
State Street Corp

Financial Services
Q3 2018 Filed on Nov 13, 2018
1,110
$82.85 - $95.33 $92K - $106K
Praxair Inc
Q3 2018 Filed on Nov 13, 2018
479
N/A
GCP
Gcp Applied Technologies Inc.

Basic Materials
Q3 2018 Filed on Nov 13, 2018
16,100
$24.3 - $29.7 $391K - $478K
GMED
Globus Medical Inc

Healthcare
Q3 2018 Filed on Nov 13, 2018
4,280
$50.24 - $56.76 $215K - $243K
RWR
Spdr Dow Jones Reit ETF

ETFs
Q3 2018 Filed on Nov 13, 2018
1,488
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
Sina Corporation
Q3 2018 Filed on Nov 13, 2018
338
N/A
CHKP
Check Point Software Technologies LTD

Technology
Q3 2018 Filed on Nov 13, 2018
889
$99.34 - $120.5 $88.3K - $107K
EAD
Allspring Income Opportunities Fund

Financial Services
Q3 2018 Filed on Nov 13, 2018
4,055
$7.88 - $8.08 $32K - $32.8K
Amerigas Partners LP Units LTD Partnership Int
Q3 2018 Filed on Nov 13, 2018
1,187
N/A
SPIB
Spdr Portfolio Intermediate Te

ETFs
Q3 2018 Filed on Nov 13, 2018
10,305
N/A
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
Q3 2018 Filed on Nov 13, 2018
5,886
N/A
HUM
Humana Inc

Healthcare
Q3 2018 Filed on Nov 13, 2018
52
$298.8 - $340.61 $15.5K - $17.7K
SKYY
First Trust Cloud Computing Et

ETFs
Q3 2018 Filed on Nov 13, 2018
829
N/A
CGO
Calamos Global Total Return Fund

Financial Services
Q3 2018 Filed on Nov 13, 2018
1,120
$13.95 - $15.26 $15.6K - $17.1K
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
Q3 2018 Filed on Nov 13, 2018
1,388
N/A
Apache Corp Com
Q3 2018 Filed on Nov 13, 2018
373
N/A
MTD
Mettler Toledo International Inc

Healthcare
Q3 2018 Filed on Nov 13, 2018
190
$559.44 - $617.94 $106K - $117K
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
MTN
Vail Resorts Inc

Consumer Cyclical
Q3 2018 Filed on Nov 13, 2018
43
$274.11 - $301.42 $11.8K - $13K
SPTL
Spdr Portfolio Long Term Treas

ETFs
Q3 2018 Filed on Nov 13, 2018
6,176
N/A
Aqua America Inc Com
Q3 2018 Filed on Nov 13, 2018
1,559
N/A
XHR
Xenia Hotels & Resorts, Inc.

Real Estate
Q3 2018 Filed on Nov 13, 2018
535
$23.51 - $24.92 $12.6K - $13.3K
TRTN
Triton International LTD

Industrials
Q3 2018 Filed on Nov 13, 2018
394
$30.09 - $39.04 $11.9K - $15.4K
SIL
Global X Silver Miners ETF

ETFs
Q3 2018 Filed on Nov 13, 2018
446
$23.2 - $29.58 $10.3K - $13.2K
ODFL
Old Dominion Freight Line, Inc.

Industrials
Q3 2018 Filed on Nov 13, 2018
74
$95.01 - $112.02 $7.03K - $8.29K
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
GIM
Templeton Global Income Fund

Financial Services
Q3 2018 Filed on Nov 13, 2018
6,425
$5.99 - $6.31 $38.5K - $40.5K
BIDU
Baidu, Inc.

Communication Services
Q3 2018 Filed on Nov 13, 2018
1,139
$213.47 - $271.45 $243K - $309K
PHG
Koninklijke Philips Nv

Healthcare
Q3 2018 Filed on Nov 13, 2018
1,034
$41.88 - $46.37 $43.3K - $47.9K
DBC
Invesco Db Commodity Index Tracking Fund

ETFs
Q3 2018 Filed on Nov 13, 2018
10,699
$16.61 - $17.97 $178K - $192K
HSBC
Hsbc Holdings PLC

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