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Bartlett & Co Wealth Management’s RB Global RBA Stock Holding History

Bartlett & Co Wealth Management’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
Q2 		– Sell
-756
Closed -$23.8K – 763
2018
Q1 		$23.8K Buy
+756
New +$24.1K ﹤0.01% 515

Other funds holding RBA

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Bartlett & Co Wealth Management's RBA Position: Q2 2018 in Review

Bartlett & Co Wealth Management sold out of RB Global (RBA) in Q2 2018, closing a stake of 756 shares — an estimated $23.8K sold.

Bartlett & Co Wealth Management first reported a position in RBA in Q1 2018 and held it in 1 quarter. The position peaked at $23.8K in Q1 2018. 185 funds tracked by Wall St. Rank hold RBA as of Q2 2018.

  • Bartlett & Co Wealth Management reported no remaining RB Global position as of Q2 2018 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 756 RB Global shares in Q2 2018, an estimated $23.8K.
  • Bartlett & Co Wealth Management first reported a position in RB Global in Q1 2018 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's RB Global position peaked at $23.8K in Q1 2018.
  • 185 funds tracked by Wall St. Rank held RB Global as of Q2 2018.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2018, filed 13 Feb 2024.