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

Executive 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
2019
Q3 		– Sell
-638
Closed -$21K – 623
2019
Q2 		$21K Buy
638
+3
+0.5% +$103 ﹤0.01% 467
2019
Q1 		$22K Hold
635
– – ﹤0.01% 409
2018
Q4 		$21K Buy
+635
New +$21.4K ﹤0.01% 420

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
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
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
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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 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

Executive Wealth Management's RBA Position: Q3 2019 in Review

Executive Wealth Management sold out of RB Global (RBA) in Q3 2019, closing a stake of 638 shares — an estimated $21K sold.

Executive Wealth Management first reported a position in RBA in Q4 2018 and held it in 3 quarters. The position peaked at $22K in Q1 2019. 218 funds tracked by Wall St. Rank hold RBA as of Q3 2019.

  • Executive Wealth Management reported no remaining RB Global position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 638 RB Global shares in Q3 2019, an estimated $21K.
  • Executive Wealth Management first reported a position in RB Global in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's RB Global position peaked at $22K in Q1 2019.
  • 218 funds tracked by Wall St. Rank held RB Global as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.