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Integrated Wealth Management (Palm Desert)’s RB Global RBA Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2015
Q2 		– Sell
-54
Closed -$1K – 1445
2015
Q1 		$1K Buy
+54
New +$1.38K ﹤0.01% 1206

Other funds holding RBA

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
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
CPCM
Clifton Park Capital Management Wilmington, Delaware $881M AUM 5.59% 1-Year Est. Return
CA
Cortland Advisers Wilmington, Delaware $2.18B AUM 8.82% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s RBA Position: Q2 2015 in Review

Integrated Wealth Management (Palm Desert) sold out of RB Global (RBA) in Q2 2015, closing a stake of 54 shares — an estimated $1K sold.

Integrated Wealth Management (Palm Desert) first reported a position in RBA in Q1 2015 and held it in 1 quarter. The position peaked at $1K in Q1 2015. 175 funds tracked by Wall St. Rank hold RBA as of Q2 2015.

  • Integrated Wealth Management (Palm Desert) reported no remaining RB Global position as of Q2 2015 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 54 RB Global shares in Q2 2015, an estimated $1K.
  • Integrated Wealth Management (Palm Desert) first reported a position in RB Global in Q1 2015 and held it in 1 quarter.
  • Integrated Wealth Management (Palm Desert)'s RB Global position peaked at $1K in Q1 2015.
  • 175 funds tracked by Wall St. Rank held RB Global as of Q2 2015.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q2 2015, filed 17 Jul 2015.