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Moneta Group Investment Advisors’s Globus Medical GMED Stock Holding History

Moneta Group Investment Advisors’s Portfolio GMED Stock Details GMED Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-4,280
Closed -$216K – 290
2018
Q2 		$216K Buy
4,280
+2,150
+101% +$112K 0.02% 240
2018
Q1 		$106K Buy
+2,130
New +$100K 0.01% 241

Other funds holding GMED

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

Moneta Group Investment Advisors's GMED Position: Q3 2018 in Review

Moneta Group Investment Advisors sold out of Globus Medical (GMED) in Q3 2018, closing a stake of 4,280 shares — an estimated $216K sold.

Moneta Group Investment Advisors first reported a position in GMED in Q1 2018 and held it in 2 quarters. The position peaked at $216K in Q2 2018. 312 funds tracked by Wall St. Rank hold GMED as of Q3 2018.

  • Moneta Group Investment Advisors reported no remaining Globus Medical position as of Q3 2018 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 4,280 Globus Medical shares in Q3 2018, an estimated $216K.
  • Moneta Group Investment Advisors first reported a position in Globus Medical in Q1 2018 and held it in 2 quarters.
  • Moneta Group Investment Advisors's Globus Medical position peaked at $216K in Q2 2018.
  • 312 funds tracked by Wall St. Rank held Globus Medical as of Q3 2018.

Based on Moneta Group Investment Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.