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Moneta Group Investment Advisors’s Teradyne TER Stock Holding History

Moneta Group Investment Advisors’s Portfolio TER Stock Details TER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-6,515
Closed -$298K – 619
2018
Q1 		$298K Buy
6,515
+3,940
+153% +$180K 0.04% 157
2017
Q4 		$108K Buy
+2,575
New +$106K 0.02% 237

Other funds holding TER

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

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

Moneta Group Investment Advisors sold out of Teradyne (TER) in Q2 2018, closing a stake of 6,515 shares — an estimated $298K sold.

Moneta Group Investment Advisors first reported a position in TER in Q4 2017 and held it in 2 quarters. The position peaked at $298K in Q1 2018. 370 funds tracked by Wall St. Rank hold TER as of Q2 2018.

  • Moneta Group Investment Advisors reported no remaining Teradyne position as of Q2 2018 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 6,515 Teradyne shares in Q2 2018, an estimated $298K.
  • Moneta Group Investment Advisors first reported a position in Teradyne in Q4 2017 and held it in 2 quarters.
  • Moneta Group Investment Advisors's Teradyne position peaked at $298K in Q1 2018.
  • 370 funds tracked by Wall St. Rank held Teradyne as of Q2 2018.

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