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Optimum Investment Advisors’s RB Global RBA Stock Holding History

Optimum 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
2013
Q4 		– Sell
-1,575
Closed -$32K – 764
2013
Q3 		$32K Buy
+1,575
New +$30.4K 0.01% 429

Other funds holding RBA

BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
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
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
CPCM
Clifton Park Capital Management Wilmington, Delaware $881M AUM 5.59% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.43B AUM 18.44% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Optimum Investment Advisors's RBA Position: Q4 2013 in Review

Optimum Investment Advisors sold out of RB Global (RBA) in Q4 2013, closing a stake of 1,575 shares — an estimated $32K sold.

Optimum Investment Advisors first reported a position in RBA in Q3 2013 and held it in 1 quarter. The position peaked at $32K in Q3 2013. 155 funds tracked by Wall St. Rank hold RBA as of Q4 2013.

  • Optimum Investment Advisors reported no remaining RB Global position as of Q4 2013 after selling out during the quarter.
  • Optimum Investment Advisors sold 1,575 RB Global shares in Q4 2013, an estimated $32K.
  • Optimum Investment Advisors first reported a position in RB Global in Q3 2013 and held it in 1 quarter.
  • Optimum Investment Advisors's RB Global position peaked at $32K in Q3 2013.
  • 155 funds tracked by Wall St. Rank held RB Global as of Q4 2013.

Based on Optimum Investment Advisors's 13F filing for Q4 2013, filed 10 Feb 2014.