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Clarus Wealth Advisors’s Resources Connection RGP Stock Holding History

Clarus Wealth Advisors’s Portfolio RGP Stock Details RGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-347
Closed -$6K – 713
2018
Q3 		$6K Buy
347
+5
+1% +$82 ﹤0.01% 596
2018
Q2 		$6K Buy
+342
New +$5.59K ﹤0.01% 595

Other funds holding RGP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PCM
Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Clarus Wealth Advisors's RGP Position: Q4 2018 in Review

Clarus Wealth Advisors sold out of Resources Connection (RGP) in Q4 2018, closing a stake of 347 shares — an estimated $6K sold.

Clarus Wealth Advisors first reported a position in RGP in Q2 2018 and held it in 2 quarters. The position peaked at $6K in Q3 2018. 140 funds tracked by Wall St. Rank hold RGP as of Q4 2018.

  • Clarus Wealth Advisors reported no remaining Resources Connection position as of Q4 2018 after selling out during the quarter.
  • Clarus Wealth Advisors sold 347 Resources Connection shares in Q4 2018, an estimated $6K.
  • Clarus Wealth Advisors first reported a position in Resources Connection in Q2 2018 and held it in 2 quarters.
  • Clarus Wealth Advisors's Resources Connection position peaked at $6K in Q3 2018.
  • 140 funds tracked by Wall St. Rank held Resources Connection as of Q4 2018.

Based on Clarus Wealth Advisors's 13F filing for Q4 2018, filed 7 Jan 2019.