IWA
MNTA

IBEX Wealth Advisors’s Momenta Pharmaceuticals, Inc. MNTA Stock Holding History

IBEX Wealth Advisors’s Portfolio MNTA Stock Details MNTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-350
Closed -$5K – 429
2016
Q4 		$5K Buy
+350
New +$4.62K ﹤0.01% 381

Other funds holding MNTA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
DCM
Discovery Capital Management South Norwalk, Connecticut $1.92B AUM 218.96% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
O
OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
PAI
Palo Alto Investors Palo Alto, California $654M AUM 77.8% 1-Year Est. Return

IBEX Wealth Advisors's MNTA Position: Q1 2017 in Review

IBEX Wealth Advisors sold out of Momenta Pharmaceuticals, Inc. (MNTA) in Q1 2017, closing a stake of 350 shares — an estimated $5K sold.

IBEX Wealth Advisors first reported a position in MNTA in Q4 2016 and held it in 1 quarter. The position peaked at $5K in Q4 2016. 162 funds tracked by Wall St. Rank hold MNTA as of Q1 2017.

  • IBEX Wealth Advisors reported no remaining Momenta Pharmaceuticals, Inc. position as of Q1 2017 after selling out during the quarter.
  • IBEX Wealth Advisors sold 350 Momenta Pharmaceuticals, Inc. shares in Q1 2017, an estimated $5K.
  • IBEX Wealth Advisors first reported a position in Momenta Pharmaceuticals, Inc. in Q4 2016 and held it in 1 quarter.
  • IBEX Wealth Advisors's Momenta Pharmaceuticals, Inc. position peaked at $5K in Q4 2016.
  • 162 funds tracked by Wall St. Rank held Momenta Pharmaceuticals, Inc. as of Q1 2017.

Based on IBEX Wealth Advisors's 13F filing for Q1 2017, filed 25 May 2017.