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Moneta Group Investment Advisors’s Lamb Weston LW Stock Holding History

Moneta Group Investment Advisors’s Portfolio LW Stock Details LW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-696
Closed -$41K – 540
2018
Q1 		$41K Buy
696
+266
+62% +$15.1K 0.01% 340
2017
Q4 		$24K Buy
+430
New +$22.7K ﹤0.01% 309

Other funds holding LW

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Moneta Group Investment Advisors sold out of Lamb Weston (LW) in Q2 2018, closing a stake of 696 shares — an estimated $41K sold.

Moneta Group Investment Advisors first reported a position in LW in Q4 2017 and held it in 2 quarters. The position peaked at $41K in Q1 2018. 547 funds tracked by Wall St. Rank hold LW as of Q2 2018.

  • Moneta Group Investment Advisors reported no remaining Lamb Weston position as of Q2 2018 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 696 Lamb Weston shares in Q2 2018, an estimated $41K.
  • Moneta Group Investment Advisors first reported a position in Lamb Weston in Q4 2017 and held it in 2 quarters.
  • Moneta Group Investment Advisors's Lamb Weston position peaked at $41K in Q1 2018.
  • 547 funds tracked by Wall St. Rank held Lamb Weston as of Q2 2018.

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