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Lyons Wealth Management’s Robert Half RHI Stock Holding History

Lyons Wealth Management’s Portfolio RHI Stock Details RHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-16,099
Closed -$809K – 61
2017
Q3 		$809K Sell
16,099
-1,807
-10% -$83.5K 1.21% 19
2017
Q2 		$858K Buy
17,906
+1,947
+12% +$91K 1.2% 23
2017
Q1 		$780K Buy
+15,959
New +$771K 0.82% 30

Other funds holding RHI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Lyons Wealth Management's RHI Position: Q4 2017 in Review

Lyons Wealth Management sold out of Robert Half (RHI) in Q4 2017, closing a stake of 16,099 shares — an estimated $809K sold.

Lyons Wealth Management first reported a position in RHI in Q1 2017 and held it in 3 quarters. The position peaked at $858K in Q2 2017. 473 funds tracked by Wall St. Rank hold RHI as of Q4 2017.

  • Lyons Wealth Management reported no remaining Robert Half position as of Q4 2017 after selling out during the quarter.
  • Lyons Wealth Management sold 16,099 Robert Half shares in Q4 2017, an estimated $809K.
  • Lyons Wealth Management first reported a position in Robert Half in Q1 2017 and held it in 3 quarters.
  • Lyons Wealth Management's Robert Half position peaked at $858K in Q2 2017.
  • 473 funds tracked by Wall St. Rank held Robert Half as of Q4 2017.

Based on Lyons Wealth Management's 13F filing for Q4 2017, filed 8 Feb 2018.