MGIA
BNCL

Moneta Group Investment Advisors’s Beneficial Bancorp, Inc. BNCL Stock Holding History

Moneta Group Investment Advisors’s Portfolio BNCL Stock Details BNCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-2,670
Closed -$35K – 481
2015
Q3 		$35K Buy
+2,670
New +$34.2K 0.01% 266

Other funds holding BNCL

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
SCM
Scopia Capital Management New York $146M AUM 25.93% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Moneta Group Investment Advisors sold out of Beneficial Bancorp, Inc. (BNCL) in Q4 2015, closing a stake of 2,670 shares — an estimated $35K sold.

Moneta Group Investment Advisors first reported a position in BNCL in Q3 2015 and held it in 1 quarter. The position peaked at $35K in Q3 2015. 141 funds tracked by Wall St. Rank hold BNCL as of Q4 2015.

  • Moneta Group Investment Advisors reported no remaining Beneficial Bancorp, Inc. position as of Q4 2015 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 2,670 Beneficial Bancorp, Inc. shares in Q4 2015, an estimated $35K.
  • Moneta Group Investment Advisors first reported a position in Beneficial Bancorp, Inc. in Q3 2015 and held it in 1 quarter.
  • Moneta Group Investment Advisors's Beneficial Bancorp, Inc. position peaked at $35K in Q3 2015.
  • 141 funds tracked by Wall St. Rank held Beneficial Bancorp, Inc. as of Q4 2015.

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