MGIA
JBGS

Moneta Group Investment Advisors’s JBG SMITH JBGS Stock Holding History

Moneta Group Investment Advisors’s Portfolio JBGS Stock Details JBGS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-100
Closed -$3K – 523
2018
Q1 		$3K Hold
100
– – ﹤0.01% 547
2017
Q4 		$3K Buy
+100
New +$3.3K ﹤0.01% 386

Other funds holding JBGS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
YU
Yale University New Haven, Connecticut $2.05M AUM 1.81% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LPC
Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Moneta Group Investment Advisors sold out of JBG SMITH (JBGS) in Q2 2018, closing a stake of 100 shares — an estimated $3K sold.

Moneta Group Investment Advisors first reported a position in JBGS in Q4 2017 and held it in 2 quarters. The position peaked at $3K in Q1 2018. 283 funds tracked by Wall St. Rank hold JBGS as of Q2 2018.

  • Moneta Group Investment Advisors reported no remaining JBG SMITH position as of Q2 2018 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 100 JBG SMITH shares in Q2 2018, an estimated $3K.
  • Moneta Group Investment Advisors first reported a position in JBG SMITH in Q4 2017 and held it in 2 quarters.
  • Moneta Group Investment Advisors's JBG SMITH position peaked at $3K in Q1 2018.
  • 283 funds tracked by Wall St. Rank held JBG SMITH as of Q2 2018.

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