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Moneta Group Investment Advisors’s Urban Outfitters URBN Stock Holding History

Moneta Group Investment Advisors’s Portfolio URBN Stock Details URBN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-300
Closed -$9K – 401
2015
Q3 		$9K Buy
+300
New +$9.64K ﹤0.01% 436
2013
Q3 		– Sell
-9,500
Closed -$382K – 120
2013
Q2 		$382K Buy
+9,500
New +$392K 0.27% 65

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Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
GAM
Gotham Asset Management New York $32.7B AUM 27.65% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
TGA
Trilogy Global Advisors Winter Park, Florida $712K AUM 8.54% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Moneta Group Investment Advisors sold out of Urban Outfitters (URBN) in Q4 2015, closing a stake of 300 shares — an estimated $9K sold.

Moneta Group Investment Advisors first reported a position in URBN in Q2 2013 and held it in 2 quarters. The position peaked at $382K in Q2 2013. 285 funds tracked by Wall St. Rank hold URBN as of Q4 2015.

  • Moneta Group Investment Advisors reported no remaining Urban Outfitters position as of Q4 2015 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 300 Urban Outfitters shares in Q4 2015, an estimated $9K.
  • Moneta Group Investment Advisors first reported a position in Urban Outfitters in Q2 2013 and held it in 2 quarters.
  • Moneta Group Investment Advisors's Urban Outfitters position peaked at $382K in Q2 2013.
  • 285 funds tracked by Wall St. Rank held Urban Outfitters as of Q4 2015.

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