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Biltmore Wealth Management’s Robert Half RHI Stock Holding History

Biltmore Wealth Management’s Portfolio RHI Stock Details RHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-15,598
Closed -$735K – 40
2015
Q4 		$735K Buy
15,598
+104
+0.7% +$5.25K 0.66% 18
2015
Q3 		$793K Sell
15,494
-52
-0.3% -$2.8K 0.71% 19
2015
Q2 		$863K Sell
15,546
-230
-1% -$13.2K 0.72% 22
2015
Q1 		$955K Sell
15,776
-49
-0.3% -$2.95K 0.81% 21
2014
Q4 		$924K Buy
+15,825
New +$859K 0.8% 20

Other funds holding RHI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Biltmore Wealth Management's RHI Position: Q1 2016 in Review

Biltmore Wealth Management sold out of Robert Half (RHI) in Q1 2016, closing a stake of 15,598 shares — an estimated $735K sold.

Biltmore Wealth Management first reported a position in RHI in Q4 2014 and held it in 5 quarters. The position peaked at $955K in Q1 2015. 433 funds tracked by Wall St. Rank hold RHI as of Q1 2016.

  • Biltmore Wealth Management reported no remaining Robert Half position as of Q1 2016 after selling out during the quarter.
  • Biltmore Wealth Management sold 15,598 Robert Half shares in Q1 2016, an estimated $735K.
  • Biltmore Wealth Management first reported a position in Robert Half in Q4 2014 and held it in 5 quarters.
  • Biltmore Wealth Management's Robert Half position peaked at $955K in Q1 2015.
  • 433 funds tracked by Wall St. Rank held Robert Half as of Q1 2016.

Based on Biltmore Wealth Management's 13F filing for Q1 2016, filed 14 Apr 2016.