MGIA
RBA icon

Moneta Group Investment Advisors’s RB Global RBA Stock Holding History

Moneta Group Investment 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
2018
Q2 		– Sell
-300
Closed -$9K – 583
2018
Q1 		$9K Hold
300
– – ﹤0.01% 476
2017
Q4 		$9K Buy
+300
New +$8.4K ﹤0.01% 352
2015
Q4 		– Sell
-300
Closed -$8K – 347
2015
Q3 		$8K Buy
+300
New +$8.2K ﹤0.01% 446

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Moneta Group Investment Advisors's RBA Position: Q2 2018 in Review

Moneta Group Investment Advisors sold out of RB Global (RBA) in Q2 2018, closing a stake of 300 shares — an estimated $9K sold.

Moneta Group Investment Advisors first reported a position in RBA in Q3 2015 and held it in 3 quarters. The position peaked at $9K in Q1 2018. 185 funds tracked by Wall St. Rank hold RBA as of Q2 2018.

  • Moneta Group Investment Advisors reported no remaining RB Global position as of Q2 2018 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 300 RB Global shares in Q2 2018, an estimated $9K.
  • Moneta Group Investment Advisors first reported a position in RB Global in Q3 2015 and held it in 3 quarters.
  • Moneta Group Investment Advisors's RB Global position peaked at $9K in Q1 2018.
  • 185 funds tracked by Wall St. Rank held RB Global as of Q2 2018.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.