Lenox Wealth Advisors’s RB Global RBA Stock Holding History

Lenox Wealth Advisors’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
2020 Q2	–	Sell	-91	Closed	-$3K	–	752
2020 Q1	$3K	Buy	+91	New	+$3.64K	﹤0.01%	526
2019 Q2	–	Sell	-99	Closed	-$3K	–	547
2019 Q1	$3K	Buy	+99	New	+$3.49K	﹤0.01%	475
2018 Q2	–	Sell	-40	Closed	-$1K	–	627
2018 Q1	$1K	Buy	+40	New	+$1.27K	﹤0.01%	526

Other funds holding RBA

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

EAM

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

CTA

Carillon Tower Advisers St. Petersburg, Florida $16.4B AUM 64.75% 1-Year Est. Return

Lenox Wealth Advisors's RBA Position: Q2 2020 in Review

Lenox Wealth Advisors sold out of RB Global (RBA) in Q2 2020, closing a stake of 91 shares — an estimated $3K sold.

Lenox Wealth Advisors first reported a position in RBA in Q1 2018 and held it in 3 quarters. The position peaked at $3K in Q1 2020. 237 funds tracked by Wall St. Rank hold RBA as of Q2 2020.

Lenox Wealth Advisors reported no remaining RB Global position as of Q2 2020 after selling out during the quarter.
Lenox Wealth Advisors sold 91 RB Global shares in Q2 2020, an estimated $3K.
Lenox Wealth Advisors first reported a position in RB Global in Q1 2018 and held it in 3 quarters.
Lenox Wealth Advisors's RB Global position peaked at $3K in Q1 2020.
237 funds tracked by Wall St. Rank held RB Global as of Q2 2020.

Based on Lenox Wealth Advisors's 13F filing for Q2 2020, filed 14 Jul 2020.