AWM
MOCO

Avior Wealth Management’s Mocon Inc MOCO Stock Holding History

Avior Wealth Management’s Portfolio MOCO Stock Details MOCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-88
Closed -$1.42K – 356
2014
Q3 		$1K Hold
88
– – ﹤0.01% 329
2014
Q2 		$1K Hold
88
– – ﹤0.01% 324
2014
Q1 		$1K Buy
+88
New +$1.46K ﹤0.01% 334

Other funds holding MOCO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TA
Teton Advisors Rye, New York $142M AUM 42.07% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Avior Wealth Management's MOCO Position: Q4 2014 in Review

Avior Wealth Management sold out of Mocon Inc (MOCO) in Q4 2014, closing a stake of 88 shares — an estimated $1.42K sold.

Avior Wealth Management first reported a position in MOCO in Q1 2014 and held it in 3 quarters. The position peaked at $1K in Q3 2014. 35 funds tracked by Wall St. Rank hold MOCO as of Q4 2014.

  • Avior Wealth Management reported no remaining Mocon Inc position as of Q4 2014 after selling out during the quarter.
  • Avior Wealth Management sold 88 Mocon Inc shares in Q4 2014, an estimated $1.42K.
  • Avior Wealth Management first reported a position in Mocon Inc in Q1 2014 and held it in 3 quarters.
  • Avior Wealth Management's Mocon Inc position peaked at $1K in Q3 2014.
  • 35 funds tracked by Wall St. Rank held Mocon Inc as of Q4 2014.

Based on Avior Wealth Management's 13F filing for Q4 2014, filed 12 Feb 2015.