BCA
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Berman Capital Advisors’s RB Global RBA Stock Holding History

Berman Capital Advisors’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
2021
Q3 		$0 Hold
10
– – ﹤0.01% 2187
2021
Q2 		$0 Buy
+10
New +$615 ﹤0.01% 2010

Other funds holding RBA

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Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

Berman Capital Advisors's RBA Position: Q3 2021 in Review

Berman Capital Advisors held its RB Global (RBA) position steady in Q3 2021 at 10 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #2187.

Berman Capital Advisors first reported a position in RBA in Q2 2021 and has held it in 2 quarters since. 266 funds tracked by Wall St. Rank hold RBA as of Q3 2021.

  • Berman Capital Advisors held 10 shares of RB Global worth $0 as of Q3 2021.
  • Berman Capital Advisors left its RB Global share count unchanged in Q3 2021.
  • RB Global made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #2187 holding.
  • Berman Capital Advisors first reported a position in RB Global in Q2 2021 and has held it in 2 quarters since.
  • 266 funds tracked by Wall St. Rank held RB Global as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.