Credential Securities’s RB Global RBA Stock Holding History

Credential Securities’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	-27,884	Closed	-$874K	–	270
2018 Q1	$874K	Sell	27,884 -21,933	-44%	-$699K	0.21%	81
2017 Q4	$1.49M	Sell	49,817 -5,162	-9%	-$145K	0.36%	50
2017 Q3	$1.73M	Buy	54,979 +1,716	+3%	+$49.7K	0.46%	45
2017 Q2	$1.54M	Buy	53,263 +32,540	+157%	+$1.01M	0.47%	44
2017 Q1	$677K	Sell	20,723 -9,292	-31%	-$301K	0.24%	100
2016 Q4	$1.02M	Sell	30,015 -9,266	-24%	-$337K	0.41%	59
2016 Q3	$1.37M	Buy	39,281 +36,038	+1,111%	+$1.18M	0.62%	41
2016 Q2	$109K	Sell	3,243 -1,658	-34%	-$51.4K	0.06%	176
2016 Q1	$132K	Buy	4,901 +1,204	+33%	+$28.4K	0.08%	176
2015 Q4	$88.8K	Hold	3,697	–	–	0.06%	175
2015 Q3	$95.6K	Sell	3,697 -359	-9%	-$9.82K	0.07%	164
2015 Q2	$113K	Buy	4,056 +114	+3%	+$3.13K	0.07%	160
2015 Q1	$98.2K	Buy	3,942 +1,335	+51%	+$34.1K	0.06%	168
2014 Q4	$69.9K	Buy	+2,607	New	+$64.6K	0.05%	173

Other funds holding RBA

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

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 London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

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

Credential Securities's RBA Position: Q2 2018 in Review

Credential Securities sold out of RB Global (RBA) in Q2 2018, closing a stake of 27,884 shares — an estimated $874K sold.

Credential Securities first reported a position in RBA in Q4 2014 and held it in 14 quarters. The position peaked at $1.73M in Q3 2017. 185 funds tracked by Wall St. Rank hold RBA as of Q2 2018.

Credential Securities reported no remaining RB Global position as of Q2 2018 after selling out during the quarter.
Credential Securities sold 27,884 RB Global shares in Q2 2018, an estimated $874K.
Credential Securities first reported a position in RB Global in Q4 2014 and held it in 14 quarters.
Credential Securities's RB Global position peaked at $1.73M in Q3 2017.
185 funds tracked by Wall St. Rank held RB Global as of Q2 2018.

Based on Credential Securities's 13F filing for Q2 2018, filed 21 Jul 2025.