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Greenleaf Trust’s RB Global RBA Stock Holding History

Greenleaf Trust’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
2018
Q2 		– Sell
-2,025
Closed -$64K – 566
2018
Q1 		$64K Buy
+2,025
New +$64.5K ﹤0.01% 471
2017
Q4 		– Sell
-1,231
Closed -$39K – 702
2017
Q3 		$39K Buy
+1,231
New +$35.7K ﹤0.01% 467

Other funds holding RBA

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Greenleaf Trust's RBA Position: Q2 2018 in Review

Greenleaf Trust sold out of RB Global (RBA) in Q2 2018, closing a stake of 2,025 shares — an estimated $64K sold.

Greenleaf Trust first reported a position in RBA in Q3 2017 and held it in 2 quarters. The position peaked at $64K in Q1 2018. 185 funds tracked by Wall St. Rank hold RBA as of Q2 2018.

  • Greenleaf Trust reported no remaining RB Global position as of Q2 2018 after selling out during the quarter.
  • Greenleaf Trust sold 2,025 RB Global shares in Q2 2018, an estimated $64K.
  • Greenleaf Trust first reported a position in RB Global in Q3 2017 and held it in 2 quarters.
  • Greenleaf Trust's RB Global position peaked at $64K in Q1 2018.
  • 185 funds tracked by Wall St. Rank held RB Global as of Q2 2018.

Based on Greenleaf Trust's 13F filing for Q2 2018, filed 7 Aug 2018.