Evoke Wealth’s RB Global RBA Stock Holding History

Evoke Wealth’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 Q1	–	Sell	-10	Closed	-$430	–	1304
2019 Q4	$430	Hold	10	–	–	﹤0.01%	1197
2019 Q3	$399	Buy	+10	New	+$372	﹤0.01%	1368

Other funds holding RBA

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

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 Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

EAM

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

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

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

Evoke Wealth's RBA Position: Q1 2020 in Review

Evoke Wealth sold out of RB Global (RBA) in Q1 2020, closing a stake of 10 shares — an estimated $430 sold.

Evoke Wealth first reported a position in RBA in Q3 2019 and held it in 2 quarters. The position peaked at $430 in Q4 2019. 220 funds tracked by Wall St. Rank hold RBA as of Q1 2020.

Evoke Wealth reported no remaining RB Global position as of Q1 2020 after selling out during the quarter.
Evoke Wealth sold 10 RB Global shares in Q1 2020, an estimated $430.
Evoke Wealth first reported a position in RB Global in Q3 2019 and held it in 2 quarters.
Evoke Wealth's RB Global position peaked at $430 in Q4 2019.
220 funds tracked by Wall St. Rank held RB Global as of Q1 2020.

Based on Evoke Wealth's 13F filing for Q1 2020, filed 7 May 2020.