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Moneta Group Investment Advisors’s Verisk Analytics VRSK Stock Holding History

Moneta Group Investment Advisors’s Portfolio VRSK Stock Details VRSK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-3
Closed – – 723
2017
Q4 		$0 Buy
+3
New +$272 ﹤0.01% 551
2017
Q1 		– Sell
-3,207
Closed -$260K – 175
2016
Q4 		$260K Buy
+3,207
New +$263K 0.05% 140
2016
Q1 		– Sell
-5,000
Closed -$384K – 171
2015
Q4 		$384K Buy
+5,000
New +$380K 0.09% 93

Other funds holding VRSK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Moneta Group Investment Advisors sold out of Verisk Analytics (VRSK) in Q1 2018, closing a stake of 3 shares.

Moneta Group Investment Advisors first reported a position in VRSK in Q4 2015 and held it in 3 quarters. The position peaked at $384K in Q4 2015. 545 funds tracked by Wall St. Rank hold VRSK as of Q1 2018.

  • Moneta Group Investment Advisors reported no remaining Verisk Analytics position as of Q1 2018 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 3 Verisk Analytics shares in Q1 2018.
  • Moneta Group Investment Advisors first reported a position in Verisk Analytics in Q4 2015 and held it in 3 quarters.
  • Moneta Group Investment Advisors's Verisk Analytics position peaked at $384K in Q4 2015.
  • 545 funds tracked by Wall St. Rank held Verisk Analytics as of Q1 2018.

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