1. How to use GuruFocus - Tutorials
  2. What Is in the GuruFocus Premium Membership?
  3. A DIY Guide on How to Invest Using Guru Strategies
insider
insider
Articles 

Moneta Group Investment Advisors Llc Buys iShares Russell 2000 ETF, SPDR Barclays Aggregate Bond ETF, Berkshire Hathaway Inc, Sells iShares International Select Dividend ETF, iShares Core MSCI Emerging Markets ETF, iShares MSCI EAFE Small-Cap ETF

St Louis, MO, based Investment company Moneta Group Investment Advisors Llc (Current Portfolio) buys iShares Russell 2000 ETF, SPDR Barclays Aggregate Bond ETF, Berkshire Hathaway Inc, iShares MSCI EAFE Value ETF, iShares MSCI EAFE Growth ETF, sells iShares International Select Dividend ETF, iShares Core MSCI Emerging Markets ETF, iShares MSCI EAFE Small-Cap ETF, SPDR S&P Dividend ETF, iShares Russell 2000 Value ETF during the 3-months ended 2019Q2, according to the most recent filings of the investment company, Moneta Group Investment Advisors Llc. As of 2019Q2, Moneta Group Investment Advisors Llc owns 240 stocks with a total value of $1 billion. These are the details of the buys and sells.

For the details of MONETA GROUP INVESTMENT ADVISORS LLC's stock buys and sells, go to https://www.gurufocus.com/guru/moneta+group+investment+advisors+llc/current-portfolio/portfolioportfolio

These are the top 5 holdings of MONETA GROUP INVESTMENT ADVISORS LLC
  1. iShares International Select Dividend ETF (IDV) - 6,413 shares, 10.30% of the total portfolio. Shares reduced by 99.81%
  2. iShares Core MSCI Emerging Markets ETF (IEMG) - 2,682 shares, 8.88% of the total portfolio. Shares reduced by 99.84%
  3. SPDR S&P Dividend ETF (SDY) - 1,313 shares, 5.94% of the total portfolio. Shares reduced by 99.74%
  4. iShares MSCI EAFE Small-Cap ETF (SCZ) - 6,203 shares, 5.21% of the total portfolio. Shares reduced by 99.39%
  5. iShares Russell 2000 Value ETF (IWN) - 19,921 shares, 3.84% of the total portfolio. Shares reduced by 94.33%
New Purchase: SPDR Barclays Aggregate Bond ETF (SPAB)

Moneta Group Investment Advisors Llc initiated holding in SPDR Barclays Aggregate Bond ETF. The purchase prices were between $28.3 and $29.17, with an estimated average price of $28.62. The stock is now traded at around $29.53. The impact to a portfolio due to this purchase was 1.17%. The holding were 71,064 shares as of .

New Purchase: iShares MSCI EAFE Value ETF (EFV)

Moneta Group Investment Advisors Llc initiated holding in iShares MSCI EAFE Value ETF. The purchase prices were between $45.64 and $49.13, with an estimated average price of $47.65. The stock is now traded at around $45.12. The impact to a portfolio due to this purchase was 0.44%. The holding were 10,408 shares as of .

New Purchase: iShares MSCI EAFE Growth ETF (EFG)

Moneta Group Investment Advisors Llc initiated holding in iShares MSCI EAFE Growth ETF. The purchase prices were between $75.85 and $80.92, with an estimated average price of $78.12. The stock is now traded at around $78.91. The impact to a portfolio due to this purchase was 0.42%. The holding were 1,971 shares as of .

New Purchase: Brookfield Asset Management Inc (BAM)

Moneta Group Investment Advisors Llc initiated holding in Brookfield Asset Management Inc. The purchase prices were between $45.85 and $48.38, with an estimated average price of $47.41. The stock is now traded at around $51.03. The impact to a portfolio due to this purchase was 0.32%. The holding were 1,883 shares as of .

New Purchase: IAC/InterActiveCorp (IAC)

Moneta Group Investment Advisors Llc initiated holding in IAC/InterActiveCorp. The purchase prices were between $207.2 and $238.9, with an estimated average price of $223.23. The stock is now traded at around $239.58. The impact to a portfolio due to this purchase was 0.31%. The holding were 6,371 shares as of .

New Purchase: WABCO Holdings Inc (WBC)

Moneta Group Investment Advisors Llc initiated holding in WABCO Holdings Inc. The purchase prices were between $130.26 and $133.6, with an estimated average price of $131.9. The stock is now traded at around $132.59. The impact to a portfolio due to this purchase was 0.2%. The holding were 5,028 shares as of .

Added: iShares Russell 2000 ETF (IWM)

Moneta Group Investment Advisors Llc added to a holding in iShares Russell 2000 ETF by 68.48%. The purchase prices were between $145.35 and $160.15, with an estimated average price of $153.69. The stock is now traded at around $150.27. The impact to a portfolio due to this purchase was 1.51%. The holding were 406,977 shares as of .

Added: Berkshire Hathaway Inc (BRK.B)

Moneta Group Investment Advisors Llc added to a holding in Berkshire Hathaway Inc by 113.66%. The purchase prices were between $197.42 and $218.6, with an estimated average price of $206.89. The stock is now traded at around $198.78. The impact to a portfolio due to this purchase was 0.78%. The holding were 148,185 shares as of .

Added: iShares S&P Mid-Cap 400 Growth ETF (IJK)

Moneta Group Investment Advisors Llc added to a holding in iShares S&P Mid-Cap 400 Growth ETF by 5553.09%. The purchase prices were between $211.25 and $227.24, with an estimated average price of $221.31. The stock is now traded at around $223.03. The impact to a portfolio due to this purchase was 0.39%. The holding were 1,010,376 shares as of .

Added: Berkshire Hathaway Inc (BRK.A)

Moneta Group Investment Advisors Llc added to a holding in Berkshire Hathaway Inc by 1174160.00%. The purchase prices were between $297060 and $327766, with an estimated average price of $310849. The stock is now traded at around $299510.00. The impact to a portfolio due to this purchase was 0.32%. The holding were 117,426 shares as of .

Added: iShares Core S&P Mid-Cap ETF (IJH)

Moneta Group Investment Advisors Llc added to a holding in iShares Core S&P Mid-Cap ETF by 2595.76%. The purchase prices were between $180.31 and $197.09, with an estimated average price of $190.89. The stock is now traded at around $189.28. The impact to a portfolio due to this purchase was 0.28%. The holding were 401,507 shares as of .

Added: Alphabet Inc (GOOGL)

Moneta Group Investment Advisors Llc added to a holding in Alphabet Inc by 11309.64%. The purchase prices were between $1038.74 and $1296.2, with an estimated average price of $1158.78. The stock is now traded at around $1196.73. The impact to a portfolio due to this purchase was 0.28%. The holding were 178,789 shares as of .

Sold Out: SPDR Barclays Short Term Corporate Bond ETF (SPSB)

Moneta Group Investment Advisors Llc sold out a holding in SPDR Barclays Short Term Corporate Bond ETF. The sale prices were between $30.43 and $30.78, with an estimated average price of $30.55.

Sold Out: iShares 0-5 Year High Yield Corporate Bond ETF (SHYG)

Moneta Group Investment Advisors Llc sold out a holding in iShares 0-5 Year High Yield Corporate Bond ETF. The sale prices were between $45.76 and $46.86, with an estimated average price of $46.52.

Sold Out: Northern Trust Corp (NTRS)

Moneta Group Investment Advisors Llc sold out a holding in Northern Trust Corp. The sale prices were between $85.25 and $99.48, with an estimated average price of $92.11.

Sold Out: Schwab U.S. Dividend Equity ETF (SCHD)

Moneta Group Investment Advisors Llc sold out a holding in Schwab U.S. Dividend Equity ETF. The sale prices were between $49.86 and $54.6, with an estimated average price of $52.77.

Sold Out: Advance Auto Parts Inc (AAP)

Moneta Group Investment Advisors Llc sold out a holding in Advance Auto Parts Inc. The sale prices were between $149.93 and $181.43, with an estimated average price of $162.51.

Sold Out: Honeywell International Inc (HON)

Moneta Group Investment Advisors Llc sold out a holding in Honeywell International Inc. The sale prices were between $159.97 and $176.29, with an estimated average price of $168.82.



Here is the complete portfolio of MONETA GROUP INVESTMENT ADVISORS LLC. Also check out:

1. MONETA GROUP INVESTMENT ADVISORS LLC's Undervalued Stocks
2. MONETA GROUP INVESTMENT ADVISORS LLC's Top Growth Companies, and
3. MONETA GROUP INVESTMENT ADVISORS LLC's High Yield stocks
4. Stocks that MONETA GROUP INVESTMENT ADVISORS LLC keeps buying

Rating: 0.0/5 (0 votes)

Comments

Please leave your comment:


Performances of the stocks mentioned by insider


User Generated Screeners


pjmason14Momentum
pascal.van.garsseHigh FCF-M2
kosalmmuse6
kosalmmuseBest one1
DBrizanall 2019Feb26
kosalmmuseBest one
DBrizanall 2019Feb25
kosalmmuseNice
kosalmmusehan
MsDale*52-Week Low
Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)

GF Chat

{{numOfNotice}}
FEEDBACK