MGIA
ESI icon

Moneta Group Investment Advisors’s Element Solutions ESI Stock Holding History

Moneta Group Investment Advisors’s Portfolio ESI Stock Details ESI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-20,000
Closed -$513K – 136
2015
Q1 		$513K Buy
+20,000
New +$481K 0.22% 81

Other funds holding ESI

PSCM
Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BRC
Blue Ridge Capital New York $215M AUM
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
C
Consulta London, United Kingdom $2.01B AUM 16.82% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
RCM
Roystone Capital Management New York $590M AUM 11.49% 1-Year Est. Return

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

Moneta Group Investment Advisors sold out of Element Solutions (ESI) in Q2 2015, closing a stake of 20,000 shares — an estimated $513K sold.

Moneta Group Investment Advisors first reported a position in ESI in Q1 2015 and held it in 1 quarter. The position peaked at $513K in Q1 2015. 203 funds tracked by Wall St. Rank hold ESI as of Q2 2015.

  • Moneta Group Investment Advisors reported no remaining Element Solutions position as of Q2 2015 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 20,000 Element Solutions shares in Q2 2015, an estimated $513K.
  • Moneta Group Investment Advisors first reported a position in Element Solutions in Q1 2015 and held it in 1 quarter.
  • Moneta Group Investment Advisors's Element Solutions position peaked at $513K in Q1 2015.
  • 203 funds tracked by Wall St. Rank held Element Solutions as of Q2 2015.

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