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Kiley Juergens Wealth Management’s RB Global RBA Stock Holding History

Kiley Juergens Wealth Management’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
Q4 		– Sell
-865
Closed -$31K – 494
2018
Q3 		$31K Hold
865
– – 0.02% 301
2018
Q2 		$29K Buy
+865
New +$29.2K 0.03% 272
2018
Q1 		– Sell
-865
Closed -$25K – 476
2017
Q4 		$25K Buy
+865
New +$24.2K 0.02% 312

Other funds holding RBA

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kiley Juergens Wealth Management's RBA Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of RB Global (RBA) in Q4 2018, closing a stake of 865 shares — an estimated $31K sold.

Kiley Juergens Wealth Management first reported a position in RBA in Q4 2017 and held it in 3 quarters. The position peaked at $31K in Q3 2018. 204 funds tracked by Wall St. Rank hold RBA as of Q4 2018.

  • Kiley Juergens Wealth Management reported no remaining RB Global position as of Q4 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 865 RB Global shares in Q4 2018, an estimated $31K.
  • Kiley Juergens Wealth Management first reported a position in RB Global in Q4 2017 and held it in 3 quarters.
  • Kiley Juergens Wealth Management's RB Global position peaked at $31K in Q3 2018.
  • 204 funds tracked by Wall St. Rank held RB Global as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.