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Moneta Group Investment Advisors’s Allison Transmission ALSN Stock Holding History

Moneta Group Investment Advisors’s Portfolio ALSN Stock Details ALSN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-2,085
Closed -$81K – 397
2018
Q1 		$81K Buy
+2,085
New +$86.5K 0.01% 270

Other funds holding ALSN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACM
Ashe Capital Management Englewood Cliffs, New Jersey $797M AUM 4.79% 1-Year Est. Return
SA
SQ Advisors Naples, Florida $1.32B AUM 10.3% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Moneta Group Investment Advisors's ALSN Position: Q2 2018 in Review

Moneta Group Investment Advisors sold out of Allison Transmission (ALSN) in Q2 2018, closing a stake of 2,085 shares — an estimated $81K sold.

Moneta Group Investment Advisors first reported a position in ALSN in Q1 2018 and held it in 1 quarter. The position peaked at $81K in Q1 2018. 325 funds tracked by Wall St. Rank hold ALSN as of Q2 2018.

  • Moneta Group Investment Advisors reported no remaining Allison Transmission position as of Q2 2018 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 2,085 Allison Transmission shares in Q2 2018, an estimated $81K.
  • Moneta Group Investment Advisors first reported a position in Allison Transmission in Q1 2018 and held it in 1 quarter.
  • Moneta Group Investment Advisors's Allison Transmission position peaked at $81K in Q1 2018.
  • 325 funds tracked by Wall St. Rank held Allison Transmission as of Q2 2018.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.