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Moneta Group Investment Advisors’s B&G Foods BGS Stock Holding History

Moneta Group Investment Advisors’s Portfolio BGS Stock Details BGS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-210
Closed -$5K – 410
2018
Q1 		$5K Buy
+210
New +$6.42K ﹤0.01% 505

Other funds holding BGS

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Vanguard Group
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Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CVA
Ceredex Value Advisors Orlando, Florida $3.18B AUM 35.23% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Moneta Group Investment Advisors sold out of B&G Foods (BGS) in Q2 2018, closing a stake of 210 shares — an estimated $5K sold.

Moneta Group Investment Advisors first reported a position in BGS in Q1 2018 and held it in 1 quarter. The position peaked at $5K in Q1 2018. 308 funds tracked by Wall St. Rank hold BGS as of Q2 2018.

  • Moneta Group Investment Advisors reported no remaining B&G Foods position as of Q2 2018 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 210 B&G Foods shares in Q2 2018, an estimated $5K.
  • Moneta Group Investment Advisors first reported a position in B&G Foods in Q1 2018 and held it in 1 quarter.
  • Moneta Group Investment Advisors's B&G Foods position peaked at $5K in Q1 2018.
  • 308 funds tracked by Wall St. Rank held B&G Foods as of Q2 2018.

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