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Moneta Group Investment Advisors’s Itron ITRI Stock Holding History

Moneta Group Investment Advisors’s Portfolio ITRI Stock Details ITRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-1,010
Closed -$72K – 512
2018
Q1 		$72K Buy
+1,010
New +$72.3K 0.01% 289

Other funds holding ITRI

SCM
Scopia Capital Management New York $146M AUM 25.93% 1-Year Est. Return
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
IAMU
Impax Asset Management (UK) London, United Kingdom $4.12B AUM 10.79% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MCM
Marcato Capital Management San Francisco, California $1.2M AUM 91.17% 1-Year Est. Return
FC
Fairpointe Capital Chicago, Illinois $66.3M AUM 101.32% 1-Year Est. Return

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

Moneta Group Investment Advisors sold out of Itron (ITRI) in Q2 2018, closing a stake of 1,010 shares — an estimated $72K sold.

Moneta Group Investment Advisors first reported a position in ITRI in Q1 2018 and held it in 1 quarter. The position peaked at $72K in Q1 2018. 220 funds tracked by Wall St. Rank hold ITRI as of Q2 2018.

  • Moneta Group Investment Advisors reported no remaining Itron position as of Q2 2018 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 1,010 Itron shares in Q2 2018, an estimated $72K.
  • Moneta Group Investment Advisors first reported a position in Itron in Q1 2018 and held it in 1 quarter.
  • Moneta Group Investment Advisors's Itron position peaked at $72K in Q1 2018.
  • 220 funds tracked by Wall St. Rank held Itron as of Q2 2018.

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