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Moneta Group Investment Advisors’s Distribution Solutions Group DSGR Stock Holding History

Moneta Group Investment Advisors’s Portfolio DSGR Stock Details DSGR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-7,984
Closed -$208K – 252
2019
Q4 		$208K Buy
+7,984
New +$189K 0.02% 237
2018
Q2 		– Sell
-8,000
Closed -$101K – 451
2018
Q1 		$101K Hold
8,000
– – 0.01% 247
2017
Q4 		$99K Buy
+8,000
New +$101K 0.02% 243
2015
Q4 		– Sell
-8,000
Closed -$87K – 212
2015
Q3 		$87K Buy
+8,000
New +$96.4K 0.02% 185

Other funds holding DSGR

Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TA
Teton Advisors Rye, New York $142M AUM 42.07% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

Moneta Group Investment Advisors's DSGR Position: Q1 2020 in Review

Moneta Group Investment Advisors sold out of Distribution Solutions Group (DSGR) in Q1 2020, closing a stake of 7,984 shares — an estimated $208K sold.

Moneta Group Investment Advisors first reported a position in DSGR in Q3 2015 and held it in 4 quarters. The position peaked at $208K in Q4 2019. 68 funds tracked by Wall St. Rank hold DSGR as of Q1 2020.

  • Moneta Group Investment Advisors reported no remaining Distribution Solutions Group position as of Q1 2020 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 7,984 Distribution Solutions Group shares in Q1 2020, an estimated $208K.
  • Moneta Group Investment Advisors first reported a position in Distribution Solutions Group in Q3 2015 and held it in 4 quarters.
  • Moneta Group Investment Advisors's Distribution Solutions Group position peaked at $208K in Q4 2019.
  • 68 funds tracked by Wall St. Rank held Distribution Solutions Group as of Q1 2020.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2020, filed 13 May 2020.