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Moneta Group Investment Advisors’s Southern Missouri Bancorp SMBC Stock Holding History

Moneta Group Investment Advisors’s Portfolio SMBC Stock Details SMBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-718
Closed -$25K – 302
2019
Q2 		$25K Sell
718
-94
-12% -$3.08K ﹤0.01% 241
2019
Q1 		$25K Buy
+812
New +$27.9K ﹤0.01% 245

Other funds holding SMBC

FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
JAM
Jacobs Asset Management New York $167M AUM 22.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
RA
Raffles Associates New York $115M AUM 35.69% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Moneta Group Investment Advisors's SMBC Position: Q3 2019 in Review

Moneta Group Investment Advisors sold out of Southern Missouri Bancorp (SMBC) in Q3 2019, closing a stake of 718 shares — an estimated $25K sold.

Moneta Group Investment Advisors first reported a position in SMBC in Q1 2019 and held it in 2 quarters. The position peaked at $25K in Q2 2019. 63 funds tracked by Wall St. Rank hold SMBC as of Q3 2019.

  • Moneta Group Investment Advisors reported no remaining Southern Missouri Bancorp position as of Q3 2019 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 718 Southern Missouri Bancorp shares in Q3 2019, an estimated $25K.
  • Moneta Group Investment Advisors first reported a position in Southern Missouri Bancorp in Q1 2019 and held it in 2 quarters.
  • Moneta Group Investment Advisors's Southern Missouri Bancorp position peaked at $25K in Q2 2019.
  • 63 funds tracked by Wall St. Rank held Southern Missouri Bancorp as of Q3 2019.

Based on Moneta Group Investment Advisors's 13F filing for Q3 2019, filed 12 Nov 2019.