MGIA
VMRK

Moneta Group Investment Advisors’s Vivmark Residential VMRK Stock Holding History

Moneta Group Investment Advisors’s Portfolio VMRK Stock Details VMRK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-5
Closed – – 643
2017
Q4 		$0 Buy
+5
New +$334 ﹤0.01% 489

Other funds holding VMRK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Moneta Group Investment Advisors's VMRK Position: Q1 2018 in Review

Moneta Group Investment Advisors sold out of Vivmark Residential (VMRK) in Q1 2018, closing a stake of 5 shares.

Moneta Group Investment Advisors first reported a position in VMRK in Q4 2017 and held it in 1 quarter. The position peaked at $0 in Q4 2017. 510 funds tracked by Wall St. Rank hold VMRK as of Q1 2018.

  • Moneta Group Investment Advisors reported no remaining Vivmark Residential position as of Q1 2018 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 5 Vivmark Residential shares in Q1 2018.
  • Moneta Group Investment Advisors first reported a position in Vivmark Residential in Q4 2017 and held it in 1 quarter.
  • Moneta Group Investment Advisors's Vivmark Residential position peaked at $0 in Q4 2017.
  • 510 funds tracked by Wall St. Rank held Vivmark Residential as of Q1 2018.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2018, filed 14 May 2018.