Institute for Wealth Management’s Red Hat Inc RHT Stock Holding History

Institute for Wealth Management’s Portfolio RHT Stock Details RHT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-3,777	Closed	-$709K	–	485
2019 Q2	$709K	Hold	3,777	–	–	0.16%	200
2019 Q1	$690K	Buy	+3,777	New	+$677K	0.15%	186
2018 Q1	–	Sell	-3,682	Closed	-$440K	–	428
2017 Q4	$440K	Buy	+3,682	New	+$451K	0.1%	246
2017 Q3	–	Sell	-3,679	Closed	-$351K	–	430
2017 Q2	$351K	Buy	+3,679	New	+$328K	0.1%	285

Other funds holding RHT

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Institute for Wealth Management's RHT Position: Q3 2019 in Review

Institute for Wealth Management sold out of Red Hat Inc (RHT) in Q3 2019, closing a stake of 3,777 shares — an estimated $709K sold.

Institute for Wealth Management first reported a position in RHT in Q2 2017 and held it in 4 quarters. The position peaked at $709K in Q2 2019. 1 fund tracked by Wall St. Rank holds RHT as of Q3 2019.

Institute for Wealth Management reported no remaining Red Hat Inc position as of Q3 2019 after selling out during the quarter.
Institute for Wealth Management sold 3,777 Red Hat Inc shares in Q3 2019, an estimated $709K.
Institute for Wealth Management first reported a position in Red Hat Inc in Q2 2017 and held it in 4 quarters.
Institute for Wealth Management's Red Hat Inc position peaked at $709K in Q2 2019.
1 fund tracked by Wall St. Rank held Red Hat Inc as of Q3 2019.

Based on Institute for Wealth Management's 13F filing for Q3 2019, filed 28 Oct 2019.