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Moneta Group Investment Advisors’s Pembina Pipeline PBA Stock Holding History

Moneta Group Investment Advisors’s Portfolio PBA Stock Details PBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-443
Closed -$14K – 571
2018
Q1 		$14K Buy
+443
New +$14.7K ﹤0.01% 430

Other funds holding PBA

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

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

Moneta Group Investment Advisors sold out of Pembina Pipeline (PBA) in Q2 2018, closing a stake of 443 shares — an estimated $14K sold.

Moneta Group Investment Advisors first reported a position in PBA in Q1 2018 and held it in 1 quarter. The position peaked at $14K in Q1 2018. 322 funds tracked by Wall St. Rank hold PBA as of Q2 2018.

  • Moneta Group Investment Advisors reported no remaining Pembina Pipeline position as of Q2 2018 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 443 Pembina Pipeline shares in Q2 2018, an estimated $14K.
  • Moneta Group Investment Advisors first reported a position in Pembina Pipeline in Q1 2018 and held it in 1 quarter.
  • Moneta Group Investment Advisors's Pembina Pipeline position peaked at $14K in Q1 2018.
  • 322 funds tracked by Wall St. Rank held Pembina Pipeline as of Q2 2018.

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