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Moneta Group Investment Advisors’s OR Royalties Inc OR Stock Holding History

Moneta Group Investment Advisors’s Portfolio OR Stock Details OR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-370
Closed -$4K – 567
2018
Q1 		$4K Buy
+370
New +$3.9K ﹤0.01% 534

Other funds holding OR

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VanEck Associates
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EIG
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IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
TAM
Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $637M AUM 40.98% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $32.1B AUM 31.84% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

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

Moneta Group Investment Advisors sold out of OR Royalties Inc (OR) in Q2 2018, closing a stake of 370 shares — an estimated $4K sold.

Moneta Group Investment Advisors first reported a position in OR in Q1 2018 and held it in 1 quarter. The position peaked at $4K in Q1 2018. 91 funds tracked by Wall St. Rank hold OR as of Q2 2018.

  • Moneta Group Investment Advisors reported no remaining OR Royalties Inc position as of Q2 2018 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 370 OR Royalties Inc shares in Q2 2018, an estimated $4K.
  • Moneta Group Investment Advisors first reported a position in OR Royalties Inc in Q1 2018 and held it in 1 quarter.
  • Moneta Group Investment Advisors's OR Royalties Inc position peaked at $4K in Q1 2018.
  • 91 funds tracked by Wall St. Rank held OR Royalties Inc as of Q2 2018.

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