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
NVR
Nvr Inc

Consumer Cyclical
Q3 2018 Filed on Nov 13, 2018
79
$2470.8 - $3173.29 $195K - $251K
PDT
John Hancock Premium Dividend Fund

Financial Services
Q3 2018 Filed on Nov 13, 2018
2,320
$15.97 - $16.83 $37.1K - $39K
UNM
Unum Group

Financial Services
Q3 2018 Filed on Nov 13, 2018
439
$35.01 - $40.51 $15.4K - $17.8K
FXO
First Tr Exchange Traded Fd Fi

ETFs
Q3 2018 Filed on Nov 13, 2018
863
$31.39 - $32.91 $27.1K - $28.4K
NTAP
Net App, Inc.

Technology
Q3 2018 Filed on Nov 13, 2018
3,674
$77.29 - $87.92 $284K - $323K
Xilinx Inc
Q3 2018 Filed on Nov 13, 2018
2,741
N/A
CTXS
Citrix Systems Inc

Technology
Q3 2018 Filed on Nov 13, 2018
364
$105.83 - $114.42 $38.5K - $41.6K
Cypress Semiconductrcorp
Q3 2018 Filed on Nov 13, 2018
12,005
N/A
THO
Thor Industries Inc

Consumer Cyclical
Q3 2018 Filed on Nov 13, 2018
314
$83.7 - $105.64 $26.3K - $33.2K
AKAM
Akamai Technologies Inc

Technology
Q3 2018 Filed on Nov 13, 2018
206
$71.39 - $80.73 $14.7K - $16.6K
Amerigas Partners LP Units LTD Partnership Int
Q3 2018 Filed on Nov 13, 2018
1,187
N/A
UHAL
Amerco

Industrials
Q3 2018 Filed on Nov 13, 2018
1,950
$346.29 - $383.52 $675K - $748K
Aqua America Inc Com
Q3 2018 Filed on Nov 13, 2018
1,559
N/A
SPIB
Spdr Portfolio Intermediate Te

ETFs
Q3 2018 Filed on Nov 13, 2018
10,305
N/A
Rockwell Collins Inc
Q3 2018 Filed on Nov 13, 2018
5,000
N/A
EAD
Allspring Income Opportunities Fund

Financial Services
Q3 2018 Filed on Nov 13, 2018
4,055
$7.88 - $8.08 $32K - $32.8K
XHR
Xenia Hotels & Resorts, Inc.

Real Estate
Q3 2018 Filed on Nov 13, 2018
535
$23.51 - $24.92 $12.6K - $13.3K
FTS
Fortis Inc.

Utilities
Q3 2018 Filed on Nov 13, 2018
7,408
$31.79 - $33.35 $236K - $247K
TRTN
Triton International LTD

Industrials
Q3 2018 Filed on Nov 13, 2018
394
$30.09 - $39.04 $11.9K - $15.4K
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
GCP
Gcp Applied Technologies Inc.

Basic Materials
Q3 2018 Filed on Nov 13, 2018
16,100
$24.3 - $29.7 $391K - $478K
ODFL
Old Dominion Freight Line, Inc.

Industrials
Q3 2018 Filed on Nov 13, 2018
74
$95.01 - $112.02 $7.03K - $8.29K
SKYY
First Trust Cloud Computing Et

ETFs
Q3 2018 Filed on Nov 13, 2018
829
N/A
DBC
Invesco Db Commodity Index Tracking Fund

ETFs
Q3 2018 Filed on Nov 13, 2018
10,699
$16.61 - $17.97 $178K - $192K
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
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
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
Blackstone Group LP
Q3 2018 Filed on Nov 13, 2018
8,500
N/A
IWC
Russell Micro Cap ETF

ETFs
Q3 2018 Filed on Nov 13, 2018
889
$104.28 - $109.91 $92.7K - $97.7K
BIP
Brookfield Infrastructure Partners L.P.

Utilities
Q3 2018 Filed on Nov 13, 2018
13,375
$22.86 - $24.6 $306K - $329K
E Trade Financial Corp
Q3 2018 Filed on Nov 13, 2018
11,665
N/A
PHG
Koninklijke Philips Nv

Healthcare
Q3 2018 Filed on Nov 13, 2018
1,034
$41.88 - $46.37 $43.3K - $47.9K
PLAY
Dave & Buster'S Entertainment, Inc.

Communication Services
Q2 2018 Filed on Aug 14, 2018
10
$38.05 - $55.82 $381 - $558
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
SEE
Sealed Air Corp

Consumer Cyclical
Q2 2018 Filed on Aug 14, 2018
70
$41.8 - $45.77 $2.93K - $3.2K
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
KSS
Kohls Corp

Consumer Cyclical
Q2 2018 Filed on Aug 14, 2018
50
$58.38 - $78.32 $2.92K - $3.92K
Time Warner Inc
Q2 2018 Filed on Aug 14, 2018
1,807
N/A
Monsanto CO
Q2 2018 Filed on Aug 14, 2018
50,729
N/A
Powershares Qqq Tr
Q2 2018 Filed on Aug 14, 2018
5,000
N/A
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
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
Q2 2018 Filed on Aug 14, 2018
50
$20.83 - $25.03 $1.04K - $1.25K
IRBT
Irobot Corp

Consumer Cyclical
Q2 2018 Filed on Aug 14, 2018
3,000
$57.06 - $79.99 $171K - $240K
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