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Avantax Planning Partners’s RB Global RBA Stock Holding History

Avantax Planning Partners’s Portfolio RBA Stock Details RBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-107
Closed -$4K – 984
2018
Q3 		$4K Buy
+107
New +$3.83K ﹤0.01% 1188
2018
Q2 		– Sell
-264
Closed -$8K – 1181
2018
Q1 		$8K Buy
+264
New +$8.41K ﹤0.01% 1166

Other funds holding RBA

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Avantax Planning Partners's RBA Position: Q4 2018 in Review

Avantax Planning Partners sold out of RB Global (RBA) in Q4 2018, closing a stake of 107 shares — an estimated $4K sold.

Avantax Planning Partners first reported a position in RBA in Q1 2018 and held it in 2 quarters. The position peaked at $8K in Q1 2018. 204 funds tracked by Wall St. Rank hold RBA as of Q4 2018.

  • Avantax Planning Partners reported no remaining RB Global position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 107 RB Global shares in Q4 2018, an estimated $4K.
  • Avantax Planning Partners first reported a position in RB Global in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's RB Global position peaked at $8K in Q1 2018.
  • 204 funds tracked by Wall St. Rank held RB Global as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.