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Moneta Group Investment Advisors’s Equinor EQNR Stock Holding History

Moneta Group Investment Advisors’s Portfolio EQNR Stock Details EQNR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-25,000
Closed -$440K – 135
2015
Q1 		$440K Buy
25,000
+10,000
+67% +$178K 0.19% 93
2014
Q4 		$264K Buy
15,000
+5,000
+50% +$107K 0.13% 121
2014
Q3 		$272K Buy
+10,000
New +$289K 0.14% 118

Other funds holding EQNR

F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return

Moneta Group Investment Advisors's EQNR Position: Q2 2015 in Review

Moneta Group Investment Advisors sold out of Equinor (EQNR) in Q2 2015, closing a stake of 25,000 shares — an estimated $440K sold.

Moneta Group Investment Advisors first reported a position in EQNR in Q3 2014 and held it in 3 quarters. The position peaked at $440K in Q1 2015. 209 funds tracked by Wall St. Rank hold EQNR as of Q2 2015.

  • Moneta Group Investment Advisors reported no remaining Equinor position as of Q2 2015 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 25,000 Equinor shares in Q2 2015, an estimated $440K.
  • Moneta Group Investment Advisors first reported a position in Equinor in Q3 2014 and held it in 3 quarters.
  • Moneta Group Investment Advisors's Equinor position peaked at $440K in Q1 2015.
  • 209 funds tracked by Wall St. Rank held Equinor as of Q2 2015.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2015, filed 17 Aug 2015.