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Executive Wealth Management’s Transocean RIG Stock Holding History

Executive Wealth Management’s Portfolio RIG Stock Details RIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-1,154
Closed -$7K – 634
2019
Q2 		$7K Buy
+1,154
New +$8.57K ﹤0.01% 672

Other funds holding RIG

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIM
Contrarius Investment Management St. Helier, Jersey $1.76B AUM 35.87% 1-Year Est. Return
PIM
Platinum Investment Management Sydney Australia 2000, Australia $397M AUM 63.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Executive Wealth Management sold out of Transocean (RIG) in Q3 2019, closing a stake of 1,154 shares — an estimated $7K sold.

Executive Wealth Management first reported a position in RIG in Q2 2019 and held it in 1 quarter. The position peaked at $7K in Q2 2019. 394 funds tracked by Wall St. Rank hold RIG as of Q3 2019.

  • Executive Wealth Management reported no remaining Transocean position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 1,154 Transocean shares in Q3 2019, an estimated $7K.
  • Executive Wealth Management first reported a position in Transocean in Q2 2019 and held it in 1 quarter.
  • Executive Wealth Management's Transocean position peaked at $7K in Q2 2019.
  • 394 funds tracked by Wall St. Rank held Transocean as of Q3 2019.

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