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Moneta Group Investment Advisors’s Illumina ILMN Stock Holding History

Moneta Group Investment Advisors’s Portfolio ILMN Stock Details ILMN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-360
Closed -$83K – 505
2018
Q1 		$83K Sell
360
-3
-0.8% -$688 0.01% 265
2017
Q4 		$77K Buy
+363
New +$74.7K 0.01% 257
2015
Q4 		– Sell
-360
Closed -$62K – 274
2015
Q3 		$62K Buy
+360
New +$72.8K 0.02% 213

Other funds holding ILMN

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Moneta Group Investment Advisors's ILMN Position: Q2 2018 in Review

Moneta Group Investment Advisors sold out of Illumina (ILMN) in Q2 2018, closing a stake of 360 shares — an estimated $83K sold.

Moneta Group Investment Advisors first reported a position in ILMN in Q3 2015 and held it in 3 quarters. The position peaked at $83K in Q1 2018. 747 funds tracked by Wall St. Rank hold ILMN as of Q2 2018.

  • Moneta Group Investment Advisors reported no remaining Illumina position as of Q2 2018 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 360 Illumina shares in Q2 2018, an estimated $83K.
  • Moneta Group Investment Advisors first reported a position in Illumina in Q3 2015 and held it in 3 quarters.
  • Moneta Group Investment Advisors's Illumina position peaked at $83K in Q1 2018.
  • 747 funds tracked by Wall St. Rank held Illumina as of Q2 2018.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.