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Capital Wealth Planning’s Reinsurance Group of America RGA Stock Holding History

Capital Wealth Planning’s Portfolio RGA Stock Details RGA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-1,700
Closed -$237K – 150
2017
Q3 		$237K Hold
1,700
– – 0.19% 57
2017
Q2 		$218K Hold
1,700
– – 0.03% 95
2017
Q1 		$216K Hold
1,700
– – 0.18% 65
2016
Q4 		$214K Buy
+1,700
New +$199K 0.19% 72

Other funds holding RGA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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

Capital Wealth Planning's RGA Position: Q4 2017 in Review

Capital Wealth Planning sold out of Reinsurance Group of America (RGA) in Q4 2017, closing a stake of 1,700 shares — an estimated $237K sold.

Capital Wealth Planning first reported a position in RGA in Q4 2016 and held it in 4 quarters. The position peaked at $237K in Q3 2017. 482 funds tracked by Wall St. Rank hold RGA as of Q4 2017.

  • Capital Wealth Planning reported no remaining Reinsurance Group of America position as of Q4 2017 after selling out during the quarter.
  • Capital Wealth Planning sold 1,700 Reinsurance Group of America shares in Q4 2017, an estimated $237K.
  • Capital Wealth Planning first reported a position in Reinsurance Group of America in Q4 2016 and held it in 4 quarters.
  • Capital Wealth Planning's Reinsurance Group of America position peaked at $237K in Q3 2017.
  • 482 funds tracked by Wall St. Rank held Reinsurance Group of America as of Q4 2017.

Based on Capital Wealth Planning's 13F filing for Q4 2017, filed 14 Feb 2018.