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Moneta Group Investment Advisors’s Worthington Enterprises WOR Stock Holding History

Moneta Group Investment Advisors’s Portfolio WOR Stock Details WOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-2,563
Closed -$42K – 424
2015
Q3 		$42K Buy
+2,563
New +$41.8K 0.01% 251

Other funds holding WOR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
ACA
Anchor Capital Advisors Boston, Massachusetts $3.56B AUM 21.74% 1-Year Est. Return

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

Moneta Group Investment Advisors sold out of Worthington Enterprises (WOR) in Q4 2015, closing a stake of 2,563 shares — an estimated $42K sold.

Moneta Group Investment Advisors first reported a position in WOR in Q3 2015 and held it in 1 quarter. The position peaked at $42K in Q3 2015. 196 funds tracked by Wall St. Rank hold WOR as of Q4 2015.

  • Moneta Group Investment Advisors reported no remaining Worthington Enterprises position as of Q4 2015 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 2,563 Worthington Enterprises shares in Q4 2015, an estimated $42K.
  • Moneta Group Investment Advisors first reported a position in Worthington Enterprises in Q3 2015 and held it in 1 quarter.
  • Moneta Group Investment Advisors's Worthington Enterprises position peaked at $42K in Q3 2015.
  • 196 funds tracked by Wall St. Rank held Worthington Enterprises as of Q4 2015.

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