MGIA
DISCK

Moneta Group Investment Advisors’s Discovery, Inc. Series C Common Stock DISCK Stock Holding History

Moneta Group Investment Advisors’s Portfolio DISCK Stock Details DISCK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-504
Closed -$12K – 456
2015
Q3 		$12K Sell
504
-7,359
-94% -$204K ﹤0.01% 401
2015
Q2 		$244K Buy
+7,863
New +$243K 0.07% 114

Other funds holding DISCK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

Moneta Group Investment Advisors sold out of Discovery, Inc. Series C Common Stock (DISCK) in Q4 2015, closing a stake of 504 shares — an estimated $12K sold.

Moneta Group Investment Advisors first reported a position in DISCK in Q2 2015 and held it in 2 quarters. The position peaked at $244K in Q2 2015. 444 funds tracked by Wall St. Rank hold DISCK as of Q4 2015.

  • Moneta Group Investment Advisors reported no remaining Discovery, Inc. Series C Common Stock position as of Q4 2015 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 504 Discovery, Inc. Series C Common Stock shares in Q4 2015, an estimated $12K.
  • Moneta Group Investment Advisors first reported a position in Discovery, Inc. Series C Common Stock in Q2 2015 and held it in 2 quarters.
  • Moneta Group Investment Advisors's Discovery, Inc. Series C Common Stock position peaked at $244K in Q2 2015.
  • 444 funds tracked by Wall St. Rank held Discovery, Inc. Series C Common Stock as of Q4 2015.

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