KFA
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Kelleher Financial Advisors’s RH RH Stock Holding History

Kelleher Financial Advisors’s Portfolio RH Stock Details RH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-782
Closed -$32K – 192
2016
Q1 		$32K Buy
+782
New +$40K 0.02% 178

Other funds holding RH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
HAM
HHR Asset Management Berkeley Heights, New Jersey $552M AUM 15.61% 1-Year Est. Return
MGM
Miura Global Management New York $25.2M AUM 60.6% 1-Year Est. Return
SC
Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Kelleher Financial Advisors's RH Position: Q2 2016 in Review

Kelleher Financial Advisors sold out of RH (RH) in Q2 2016, closing a stake of 782 shares — an estimated $32K sold.

Kelleher Financial Advisors first reported a position in RH in Q1 2016 and held it in 1 quarter. The position peaked at $32K in Q1 2016. 197 funds tracked by Wall St. Rank hold RH as of Q2 2016.

  • Kelleher Financial Advisors reported no remaining RH position as of Q2 2016 after selling out during the quarter.
  • Kelleher Financial Advisors sold 782 RH shares in Q2 2016, an estimated $32K.
  • Kelleher Financial Advisors first reported a position in RH in Q1 2016 and held it in 1 quarter.
  • Kelleher Financial Advisors's RH position peaked at $32K in Q1 2016.
  • 197 funds tracked by Wall St. Rank held RH as of Q2 2016.

Based on Kelleher Financial Advisors's 13F filing for Q2 2016, filed 3 Aug 2016.