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Moneta Group Investment Advisors’s RE/MAX Holdings RMAX Stock Holding History

Moneta Group Investment Advisors’s Portfolio RMAX Stock Details RMAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-450
Closed -$16K – 349
2015
Q3 		$16K Buy
+450
New +$16.9K ﹤0.01% 356

Other funds holding RMAX

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Moneta Group Investment Advisors's RMAX Position: Q4 2015 in Review

Moneta Group Investment Advisors sold out of RE/MAX Holdings (RMAX) in Q4 2015, closing a stake of 450 shares — an estimated $16K sold.

Moneta Group Investment Advisors first reported a position in RMAX in Q3 2015 and held it in 1 quarter. The position peaked at $16K in Q3 2015. 116 funds tracked by Wall St. Rank hold RMAX as of Q4 2015.

  • Moneta Group Investment Advisors reported no remaining RE/MAX Holdings position as of Q4 2015 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 450 RE/MAX Holdings shares in Q4 2015, an estimated $16K.
  • Moneta Group Investment Advisors first reported a position in RE/MAX Holdings in Q3 2015 and held it in 1 quarter.
  • Moneta Group Investment Advisors's RE/MAX Holdings position peaked at $16K in Q3 2015.
  • 116 funds tracked by Wall St. Rank held RE/MAX Holdings as of Q4 2015.

Based on Moneta Group Investment Advisors's 13F filing for Q4 2015, filed 16 Feb 2016.