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Moneta Group Investment Advisors’s Yelp YELP Stock Holding History

Moneta Group Investment Advisors’s Portfolio YELP Stock Details YELP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-10,500
Closed -$411K – 387
2018
Q2 		$411K Hold
10,500
– – 0.05% 189
2018
Q1 		$438K Buy
+10,500
New +$457K 0.06% 133

Other funds holding YELP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PGP
Prescott General Partners Boca Raton, Florida $1.37B AUM 23.81% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
SI
SQN Investors Menlo Park, California $12.8M AUM
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
SEP
Soma Equity Partners San Francisco, California $1.36B AUM 17.09% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $12.4B AUM 25.9% 1-Year Est. Return

Moneta Group Investment Advisors's YELP Position: Q3 2018 in Review

Moneta Group Investment Advisors sold out of Yelp (YELP) in Q3 2018, closing a stake of 10,500 shares — an estimated $411K sold.

Moneta Group Investment Advisors first reported a position in YELP in Q1 2018 and held it in 2 quarters. The position peaked at $438K in Q1 2018. 234 funds tracked by Wall St. Rank hold YELP as of Q3 2018.

  • Moneta Group Investment Advisors reported no remaining Yelp position as of Q3 2018 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 10,500 Yelp shares in Q3 2018, an estimated $411K.
  • Moneta Group Investment Advisors first reported a position in Yelp in Q1 2018 and held it in 2 quarters.
  • Moneta Group Investment Advisors's Yelp position peaked at $438K in Q1 2018.
  • 234 funds tracked by Wall St. Rank held Yelp as of Q3 2018.

Based on Moneta Group Investment Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.