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Moneta Group Investment Advisors’s Nasdaq NDAQ Stock Holding History

Moneta Group Investment Advisors’s Portfolio NDAQ Stock Details NDAQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-39
Closed -$1K – 552
2018
Q1 		$1K Buy
+39
New +$1.05K ﹤0.01% 578

Other funds holding NDAQ

IA
Investor AB Stockholm, Sweden $15.1B AUM 29.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
NIPH
NN Investment Partners Holdings The Hague, Netherlands $18.6B AUM 18.31% 1-Year Est. Return

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

Moneta Group Investment Advisors sold out of Nasdaq (NDAQ) in Q2 2018, closing a stake of 39 shares — an estimated $1K sold.

Moneta Group Investment Advisors first reported a position in NDAQ in Q1 2018 and held it in 1 quarter. The position peaked at $1K in Q1 2018. 514 funds tracked by Wall St. Rank hold NDAQ as of Q2 2018.

  • Moneta Group Investment Advisors reported no remaining Nasdaq position as of Q2 2018 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 39 Nasdaq shares in Q2 2018, an estimated $1K.
  • Moneta Group Investment Advisors first reported a position in Nasdaq in Q1 2018 and held it in 1 quarter.
  • Moneta Group Investment Advisors's Nasdaq position peaked at $1K in Q1 2018.
  • 514 funds tracked by Wall St. Rank held Nasdaq as of Q2 2018.

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