MGIA
WNR

Moneta Group Investment Advisors’s Western Refining Inc WNR Stock Holding History

Moneta Group Investment Advisors’s Portfolio WNR Stock Details WNR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-1,500
Closed -$66K – 533
2015
Q3 		$66K Buy
+1,500
New +$67.3K 0.02% 211

Other funds holding WNR

ACM
Americafirst Capital Management Roseville, California $74M AUM 30.2% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

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

Moneta Group Investment Advisors sold out of Western Refining Inc (WNR) in Q4 2015, closing a stake of 1,500 shares — an estimated $66K sold.

Moneta Group Investment Advisors first reported a position in WNR in Q3 2015 and held it in 1 quarter. The position peaked at $66K in Q3 2015. 313 funds tracked by Wall St. Rank hold WNR as of Q4 2015.

  • Moneta Group Investment Advisors reported no remaining Western Refining Inc position as of Q4 2015 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 1,500 Western Refining Inc shares in Q4 2015, an estimated $66K.
  • Moneta Group Investment Advisors first reported a position in Western Refining Inc in Q3 2015 and held it in 1 quarter.
  • Moneta Group Investment Advisors's Western Refining Inc position peaked at $66K in Q3 2015.
  • 313 funds tracked by Wall St. Rank held Western Refining Inc as of Q4 2015.

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