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
Pretium Res Inc Com
Q2 2018 Filed on Aug 14, 2018
680
N/A
Powershares Ftse Rafi Us 1000
Q2 2018 Filed on Aug 14, 2018
110,144
N/A
OR
Osisko Gold Royalties LTD

Basic Materials
Q2 2018 Filed on Aug 14, 2018
370
$9.18 - $10.73 $3.4K - $3.97K
SSL
Sasol LTD

Basic Materials
Q2 2018 Filed on Aug 14, 2018
200
$33.43 - $38.13 $6.69K - $7.63K
OC
Owens Corning

Industrials
Q2 2018 Filed on Aug 14, 2018
0
$61.76 - $82.1 $0 - $0
CNO
Cno Financial Group, Inc.

Financial Services
Q2 2018 Filed on Aug 14, 2018
3,040
$18.93 - $22.73 $57.5K - $69.1K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
Q2 2018 Filed on Aug 14, 2018
29
$47.25 - $56.75 $1.37K - $1.65K
SNX
Td Synnex Corp

Technology
Q2 2018 Filed on Aug 14, 2018
555
$47.65 - $58.15 $26.4K - $32.3K
IVZ
Invesco Ltd.

Financial Services
Q2 2018 Filed on Aug 14, 2018
650
$26.51 - $31.78 $17.2K - $20.7K
BKH
Black Hills Corp

Utilities
Q2 2018 Filed on Aug 14, 2018
400
$52.69 - $61.44 $21.1K - $24.6K
NZF
Nuveen Municipal Credit Income Fund

Financial Services
Q2 2018 Filed on Aug 14, 2018
4,324
$14.01 - $14.57 $60.6K - $63K
Goldcorp Inc
Q2 2018 Filed on Aug 14, 2018
236
N/A
IYZ
Ishares Tr Us Telecommunicatio

ETFs
Q2 2018 Filed on Aug 14, 2018
12
$26.51 - $28.06 $318 - $337
SA
Seabridge Gold Inc

Basic Materials
Q2 2018 Filed on Aug 14, 2018
129
$10.2 - $11.65 $1.32K - $1.5K
Powershares Global Preferred ETF
Q2 2018 Filed on Aug 14, 2018
3,000
N/A
NG
Novagold Resources Inc

Basic Materials
Q2 2018 Filed on Aug 14, 2018
722
$4.31 - $5.02 $3.11K - $3.62K
Colfax Corp
Q2 2018 Filed on Aug 14, 2018
2,130
N/A
FSM
Fortuna Silver Mines Inc

Basic Materials
Q2 2018 Filed on Aug 14, 2018
888
$5.17 - $5.94 $4.59K - $5.27K
PLAY
Dave & Buster'S Entertainment, Inc.

Communication Services
Q2 2018 Filed on Aug 14, 2018
10
$38.05 - $55.82 $381 - $558
CMP
Compass Minerals International Inc

Basic Materials
Q2 2018 Filed on Aug 14, 2018
145
$59.5 - $69.5 $8.63K - $10.1K
IGM
Ishares Expanded Tech Sector E

ETFs
Q2 2018 Filed on Aug 14, 2018
125
N/A
IYC
Ishares U.S. Consumer Discreti

ETFs
Q2 2018 Filed on Aug 14, 2018
125
N/A
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
Q2 2018 Filed on Aug 14, 2018
145
$120.79 - $129.84 $17.5K - $18.8K
Powershares Qqq Tr
Q2 2018 Filed on Aug 14, 2018
125
N/A
IYG
Ishares Tr

ETFs
Q2 2018 Filed on Aug 14, 2018
175
N/A
ITRI
Itron, Inc.

Technology
Q2 2018 Filed on Aug 14, 2018
1,010
$56.95 - $71.6 $57.5K - $72.3K
CXW
Core Civic, Inc.

Real Estate
Q2 2018 Filed on Aug 14, 2018
120
$19.0 - $23.89 $2.28K - $2.87K
Db Commodity Index Tracking
Q2 2018 Filed on Aug 14, 2018
3,000
N/A
IGV
Ishares Expanded Tech Software

ETFs
Q2 2018 Filed on Aug 14, 2018
130
$165.85 - $193.0 $21.6K - $25.1K
RIO
Rio Tinto PLC

Basic Materials
Q2 2018 Filed on Aug 14, 2018
260
$50.55 - $60.67 $13.1K - $15.8K
IYJ
Ishares Tr

ETFs
Q2 2018 Filed on Aug 14, 2018
152
$70.11 - $75.86 $10.7K - $11.5K
TBPH
Theravance Biopharma, Inc.

Healthcare
Q1 2018 Filed on May 14, 2018
1,442
$23.37 - $29.71 $33.7K - $42.8K
Columbia Emerging Markets Consumer ETF
Q1 2018 Filed on May 14, 2018
26,450
N/A
PRGO
Perrigo CO PLC

Healthcare
Q1 2018 Filed on May 14, 2018
3
$79.57 - $95.15 $239 - $285
EQR
Equity Residential

Real Estate
Q1 2018 Filed on May 14, 2018
5
$55.26 - $63.84 $276 - $319
Priceline.Com Inc
Q1 2018 Filed on May 14, 2018
1
N/A
GLW
Corning Inc

Technology
Q1 2018 Filed on May 14, 2018
3,000
$27.35 - $34.85 $82.1K - $105K
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
L Brands Inc Com
Q1 2018 Filed on May 14, 2018
3
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
TPR
Tapestry, Inc.

Consumer Cyclical
Q1 2018 Filed on May 14, 2018
5
$44.97 - $53.24 $225 - $266
DHS
Wisdomtree Tr U.S

ETFs
Q1 2018 Filed on May 14, 2018
1,058
N/A
FUTY
Fidelity Covington Tr Msci Uti

ETFs
Q1 2018 Filed on May 14, 2018
1,015
$31.11 - $34.21 $31.6K - $34.7K
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
CLB
Core Laboratories N V

Energy
Q1 2018 Filed on May 14, 2018
2,000
$102.96 - $120.94 $206K - $242K
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