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Moneta Group Investment Advisors’s Main Street Capital MAIN Stock Holding History

Moneta Group Investment Advisors’s Portfolio MAIN Stock Details MAIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-326
Closed -$12K – 541
2018
Q1 		$12K Buy
+326
New +$12.2K ﹤0.01% 446

Other funds holding MAIN

BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
SMH
Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return

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

Moneta Group Investment Advisors sold out of Main Street Capital (MAIN) in Q2 2018, closing a stake of 326 shares — an estimated $12K sold.

Moneta Group Investment Advisors first reported a position in MAIN in Q1 2018 and held it in 1 quarter. The position peaked at $12K in Q1 2018. 204 funds tracked by Wall St. Rank hold MAIN as of Q2 2018.

  • Moneta Group Investment Advisors reported no remaining Main Street Capital position as of Q2 2018 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 326 Main Street Capital shares in Q2 2018, an estimated $12K.
  • Moneta Group Investment Advisors first reported a position in Main Street Capital in Q1 2018 and held it in 1 quarter.
  • Moneta Group Investment Advisors's Main Street Capital position peaked at $12K in Q1 2018.
  • 204 funds tracked by Wall St. Rank held Main Street Capital as of Q2 2018.

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