MGIA
WBC

Moneta Group Investment Advisors’s WABCO HOLDINGS INC. WBC Stock Holding History

Moneta Group Investment Advisors’s Portfolio WBC Stock Details WBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-6,997
Closed -$945K – 263
2020
Q1 		$945K Sell
6,997
-110
-2% -$14.8K 0.1% 112
2019
Q4 		$963K Buy
7,107
+109
+2% +$14.7K 0.08% 117
2019
Q3 		$936K Sell
6,998
-8,402
-55% -$1.12M 0.09% 121
2019
Q2 		$2.04M Buy
+15,400
New +$2.03M 0.2% 75
2018
Q3 		– Sell
-3,800
Closed -$445K – 400
2018
Q2 		$445K Buy
+3,800
New +$483K 0.05% 184

Other funds holding WBC

C
Cerebellum San Francisco, California $21.5M AUM
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Moneta Group Investment Advisors's WBC Position: Q2 2020 in Review

Moneta Group Investment Advisors sold out of WABCO HOLDINGS INC. (WBC) in Q2 2020, closing a stake of 6,997 shares — an estimated $945K sold.

Moneta Group Investment Advisors first reported a position in WBC in Q2 2018 and held it in 5 quarters. The position peaked at $2.04M in Q2 2019. 2 funds tracked by Wall St. Rank hold WBC as of Q2 2020.

  • Moneta Group Investment Advisors reported no remaining WABCO HOLDINGS INC. position as of Q2 2020 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 6,997 WABCO HOLDINGS INC. shares in Q2 2020, an estimated $945K.
  • Moneta Group Investment Advisors first reported a position in WABCO HOLDINGS INC. in Q2 2018 and held it in 5 quarters.
  • Moneta Group Investment Advisors's WABCO HOLDINGS INC. position peaked at $2.04M in Q2 2019.
  • 2 funds tracked by Wall St. Rank held WABCO HOLDINGS INC. as of Q2 2020.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2020, filed 12 Aug 2020.