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Nelson Capital Management’s RB Global RBA Stock Holding History

Nelson Capital 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
2017
Q3 		– Sell
-80
Closed -$2K – 269
2017
Q2 		$2K Buy
+80
New +$2.48K ﹤0.01% 274

Other funds holding RBA

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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
CAM
CGOV Asset Management Toronto, Ontario, Canada $1.73B AUM 9.15% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
QI
QV Investors Calgary, Alberta, Canada $1.24B AUM 31.81% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Nelson Capital Management's RBA Position: Q3 2017 in Review

Nelson Capital Management sold out of RB Global (RBA) in Q3 2017, closing a stake of 80 shares — an estimated $2K sold.

Nelson Capital Management first reported a position in RBA in Q2 2017 and held it in 1 quarter. The position peaked at $2K in Q2 2017. 176 funds tracked by Wall St. Rank hold RBA as of Q3 2017.

  • Nelson Capital Management reported no remaining RB Global position as of Q3 2017 after selling out during the quarter.
  • Nelson Capital Management sold 80 RB Global shares in Q3 2017, an estimated $2K.
  • Nelson Capital Management first reported a position in RB Global in Q2 2017 and held it in 1 quarter.
  • Nelson Capital Management's RB Global position peaked at $2K in Q2 2017.
  • 176 funds tracked by Wall St. Rank held RB Global as of Q3 2017.

Based on Nelson Capital Management's 13F filing for Q3 2017, filed 2 Nov 2017.