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Moneta Group Investment Advisors’s Artisan Partners APAM Stock Holding History

Moneta Group Investment Advisors’s Portfolio APAM Stock Details APAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-148
Closed -$5K – 152
2015
Q3 		$5K Buy
+148
New +$6.38K ﹤0.01% 473

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ACM
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BAMCO Inc
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BBHC
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
TCM
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Wells Fargo
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Moneta Group Investment Advisors's APAM Position: Q4 2015 in Review

Moneta Group Investment Advisors sold out of Artisan Partners (APAM) in Q4 2015, closing a stake of 148 shares — an estimated $5K sold.

Moneta Group Investment Advisors first reported a position in APAM in Q3 2015 and held it in 1 quarter. The position peaked at $5K in Q3 2015. 158 funds tracked by Wall St. Rank hold APAM as of Q4 2015.

  • Moneta Group Investment Advisors reported no remaining Artisan Partners position as of Q4 2015 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 148 Artisan Partners shares in Q4 2015, an estimated $5K.
  • Moneta Group Investment Advisors first reported a position in Artisan Partners in Q3 2015 and held it in 1 quarter.
  • Moneta Group Investment Advisors's Artisan Partners position peaked at $5K in Q3 2015.
  • 158 funds tracked by Wall St. Rank held Artisan Partners as of Q4 2015.

Based on Moneta Group Investment Advisors's 13F filing for Q4 2015, filed 16 Feb 2016.