MGIA
ESL

Moneta Group Investment Advisors’s Esterline Technologies ESL Stock Holding History

Moneta Group Investment Advisors’s Portfolio ESL Stock Details ESL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-180
Closed -$13K – 480
2015
Q3 		$13K Buy
+180
New +$15.3K ﹤0.01% 388

Other funds holding ESL

FPA
First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

Moneta Group Investment Advisors sold out of Esterline Technologies (ESL) in Q4 2015, closing a stake of 180 shares — an estimated $13K sold.

Moneta Group Investment Advisors first reported a position in ESL in Q3 2015 and held it in 1 quarter. The position peaked at $13K in Q3 2015. 206 funds tracked by Wall St. Rank hold ESL as of Q4 2015.

  • Moneta Group Investment Advisors reported no remaining Esterline Technologies position as of Q4 2015 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 180 Esterline Technologies shares in Q4 2015, an estimated $13K.
  • Moneta Group Investment Advisors first reported a position in Esterline Technologies in Q3 2015 and held it in 1 quarter.
  • Moneta Group Investment Advisors's Esterline Technologies position peaked at $13K in Q3 2015.
  • 206 funds tracked by Wall St. Rank held Esterline Technologies as of Q4 2015.

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