EWM
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EPG Wealth Management’s RB Global RBA Stock Holding History

EPG Wealth Management’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
2020
Q2 		– Sell
-115
Closed -$4K – 613
2020
Q1 		$4K Hold
115
– – ﹤0.01% 632
2019
Q4 		$5K Buy
+115
New +$4.79K ﹤0.01% 519

Other funds holding RBA

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CTA
Carillon Tower Advisers St. Petersburg, Florida $16.4B AUM 64.75% 1-Year Est. Return

EPG Wealth Management's RBA Position: Q2 2020 in Review

EPG Wealth Management sold out of RB Global (RBA) in Q2 2020, closing a stake of 115 shares — an estimated $4K sold.

EPG Wealth Management first reported a position in RBA in Q4 2019 and held it in 2 quarters. The position peaked at $5K in Q4 2019. 237 funds tracked by Wall St. Rank hold RBA as of Q2 2020.

  • EPG Wealth Management reported no remaining RB Global position as of Q2 2020 after selling out during the quarter.
  • EPG Wealth Management sold 115 RB Global shares in Q2 2020, an estimated $4K.
  • EPG Wealth Management first reported a position in RB Global in Q4 2019 and held it in 2 quarters.
  • EPG Wealth Management's RB Global position peaked at $5K in Q4 2019.
  • 237 funds tracked by Wall St. Rank held RB Global as of Q2 2020.

Based on EPG Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.