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Regal Investment Advisors’s RB Global RBA Stock Holding History

Regal 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
2016
Q2 		– Sell
-10,421
Closed -$282K – 258
2016
Q1 		$282K Buy
+10,421
New +$246K 0.08% 207
2015
Q4 		– Sell
-6,394
Closed -$165K – 738
2015
Q3 		$165K Buy
+6,394
New +$175K 0.04% 268

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
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
RIM
RS Investment Management San Francisco, California $9.73B AUM 3.24% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

Regal Investment Advisors's RBA Position: Q2 2016 in Review

Regal Investment Advisors sold out of RB Global (RBA) in Q2 2016, closing a stake of 10,421 shares — an estimated $282K sold.

Regal Investment Advisors first reported a position in RBA in Q3 2015 and held it in 2 quarters. The position peaked at $282K in Q1 2016. 185 funds tracked by Wall St. Rank hold RBA as of Q2 2016.

  • Regal Investment Advisors reported no remaining RB Global position as of Q2 2016 after selling out during the quarter.
  • Regal Investment Advisors sold 10,421 RB Global shares in Q2 2016, an estimated $282K.
  • Regal Investment Advisors first reported a position in RB Global in Q3 2015 and held it in 2 quarters.
  • Regal Investment Advisors's RB Global position peaked at $282K in Q1 2016.
  • 185 funds tracked by Wall St. Rank held RB Global as of Q2 2016.

Based on Regal Investment Advisors's 13F filing for Q2 2016, filed 5 Aug 2016.