RFA
RSO

Reilly Financial Advisors’s Resource Capital Corp. RSO Stock Holding History

Reilly Financial Advisors’s Portfolio RSO Stock Details RSO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-1,750
Closed -$16K – 1103
2017
Q4 		$16K Hold
1,750
– – ﹤0.01% 560
2017
Q3 		$19K Hold
1,750
– – ﹤0.01% 517
2017
Q2 		$18K Hold
1,750
– – ﹤0.01% 532
2017
Q1 		$17K Hold
1,750
– – ﹤0.01% 514
2016
Q4 		$15K Buy
+1,750
New +$18.2K ﹤0.01% 503

Other funds holding RSO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FTCM
First Trust Capital Management Chicago, Illinois $1.9B AUM 58.39% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
FM
Forward Management San Francisco, California $907M AUM 0.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
T
Tahithromos New York $71.9M AUM 0.24% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Reilly Financial Advisors's RSO Position: Q1 2018 in Review

Reilly Financial Advisors sold out of Resource Capital Corp. (RSO) in Q1 2018, closing a stake of 1,750 shares — an estimated $16K sold.

Reilly Financial Advisors first reported a position in RSO in Q4 2016 and held it in 5 quarters. The position peaked at $19K in Q3 2017. 104 funds tracked by Wall St. Rank hold RSO as of Q1 2018.

  • Reilly Financial Advisors reported no remaining Resource Capital Corp. position as of Q1 2018 after selling out during the quarter.
  • Reilly Financial Advisors sold 1,750 Resource Capital Corp. shares in Q1 2018, an estimated $16K.
  • Reilly Financial Advisors first reported a position in Resource Capital Corp. in Q4 2016 and held it in 5 quarters.
  • Reilly Financial Advisors's Resource Capital Corp. position peaked at $19K in Q3 2017.
  • 104 funds tracked by Wall St. Rank held Resource Capital Corp. as of Q1 2018.

Based on Reilly Financial Advisors's 13F filing for Q1 2018, filed 30 Apr 2018.