EWM
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Edge Wealth Management’s Robert Half RHI Stock Holding History

Edge 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
2014
Q1 		– Sell
-300
Closed -$13K – 429
2013
Q4 		$13K Hold
300
– – 0.01% 252
2013
Q3 		$12K Hold
300
– – 0.01% 230
2013
Q2 		$10K Buy
+300
New +$10.3K 0.01% 233

Other funds holding RHI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TCM
Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Edge Wealth Management's RHI Position: Q1 2014 in Review

Edge Wealth Management sold out of Robert Half (RHI) in Q1 2014, closing a stake of 300 shares — an estimated $13K sold.

Edge Wealth Management first reported a position in RHI in Q2 2013 and held it in 3 quarters. The position peaked at $13K in Q4 2013. 372 funds tracked by Wall St. Rank hold RHI as of Q1 2014.

  • Edge Wealth Management reported no remaining Robert Half position as of Q1 2014 after selling out during the quarter.
  • Edge Wealth Management sold 300 Robert Half shares in Q1 2014, an estimated $13K.
  • Edge Wealth Management first reported a position in Robert Half in Q2 2013 and held it in 3 quarters.
  • Edge Wealth Management's Robert Half position peaked at $13K in Q4 2013.
  • 372 funds tracked by Wall St. Rank held Robert Half as of Q1 2014.

Based on Edge Wealth Management's 13F filing for Q1 2014, filed 8 Apr 2014.