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Evercore Wealth Management’s RB Global RBA Stock Holding History

Evercore 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
2017
Q3 		– Sell
-503
Closed -$14K – 942
2017
Q2 		$14K Buy
+503
New +$15.6K ﹤0.01% 773
2014
Q3 		– Sell
-247
Closed -$6K – 987
2014
Q2 		$6K Buy
+247
New +$5.88K ﹤0.01% 894

Other funds holding RBA

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
CAM
CGOV Asset Management Toronto, Ontario, Canada $1.73B AUM 9.15% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
QI
QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Evercore Wealth Management's RBA Position: Q3 2017 in Review

Evercore Wealth Management sold out of RB Global (RBA) in Q3 2017, closing a stake of 503 shares — an estimated $14K sold.

Evercore Wealth Management first reported a position in RBA in Q2 2014 and held it in 2 quarters. The position peaked at $14K in Q2 2017. 176 funds tracked by Wall St. Rank hold RBA as of Q3 2017.

  • Evercore Wealth Management reported no remaining RB Global position as of Q3 2017 after selling out during the quarter.
  • Evercore Wealth Management sold 503 RB Global shares in Q3 2017, an estimated $14K.
  • Evercore Wealth Management first reported a position in RB Global in Q2 2014 and held it in 2 quarters.
  • Evercore Wealth Management's RB Global position peaked at $14K in Q2 2017.
  • 176 funds tracked by Wall St. Rank held RB Global as of Q3 2017.

Based on Evercore Wealth Management's 13F filing for Q3 2017, filed 13 Nov 2017.