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Gradient Investments’s Rafael Holdings RFL Stock Holding History

Gradient Investments’s Portfolio RFL Stock Details RFL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-51
Closed -$1K – 1067
2019
Q1 		$1K Hold
51
– – ﹤0.01% 815
2018
Q4 		$0 Hold
51
– – ﹤0.01% 1058
2018
Q3 		$0 Hold
51
– – ﹤0.01% 1040
2018
Q2 		$0 Hold
51
– – ﹤0.01% 1112
2018
Q1 		$0 Buy
+51
New +$241 ﹤0.01% 1131

Other funds holding RFL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
OWIM
Old West Investment Management Los Angeles, California $923M AUM 112.31% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NM
Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return
KBG
Kahn Brothers Group New York $564M AUM 25.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Gradient Investments's RFL Position: Q2 2019 in Review

Gradient Investments sold out of Rafael Holdings (RFL) in Q2 2019, closing a stake of 51 shares — an estimated $1K sold.

Gradient Investments first reported a position in RFL in Q1 2018 and held it in 5 quarters. The position peaked at $1K in Q1 2019. 54 funds tracked by Wall St. Rank hold RFL as of Q2 2019.

  • Gradient Investments reported no remaining Rafael Holdings position as of Q2 2019 after selling out during the quarter.
  • Gradient Investments sold 51 Rafael Holdings shares in Q2 2019, an estimated $1K.
  • Gradient Investments first reported a position in Rafael Holdings in Q1 2018 and held it in 5 quarters.
  • Gradient Investments's Rafael Holdings position peaked at $1K in Q1 2019.
  • 54 funds tracked by Wall St. Rank held Rafael Holdings as of Q2 2019.

Based on Gradient Investments's 13F filing for Q2 2019, filed 16 Jul 2019.