MGIA
RFI

Moneta Group Investment Advisors’s Cohen & Steers Total Return Realty Fund RFI Stock Holding History

Moneta Group Investment Advisors’s Portfolio RFI Stock Details RFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-2,000
Closed -$24K – 586
2018
Q1 		$24K Hold
2,000
– – ﹤0.01% 374
2017
Q4 		$26K Buy
+2,000
New +$26K ﹤0.01% 298
2015
Q4 		– Sell
-2,000
Closed -$24K – 348
2015
Q3 		$24K Buy
+2,000
New +$24K 0.01% 301