RWA
WBC

RGT Wealth Advisors’s WABCO HOLDINGS INC. WBC Stock Holding History

RGT Wealth Advisors’s Portfolio WBC Stock Details WBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-2,946
Closed -$347K – 42
2018
Q3 		$347K Buy
2,946
+43
+1% +$5.19K 1.17% 25
2018
Q2 		$340K Buy
2,903
+714
+33% +$90.8K 1.09% 23
2018
Q1 		$293K Buy
2,189
+431
+25% +$62.4K 0.14% 74
2017
Q4 		$252K Hold
1,758
– – 0.14% 78
2017
Q3 		$260K Hold
1,758
– – 0.17% 71
2017
Q2 		$224K Hold
1,758
– – 0.15% 75
2017
Q1 		$206K Buy
+1,758
New +$198K 0.14% 93

Other funds holding WBC

EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

RGT Wealth Advisors's WBC Position: Q4 2018 in Review

RGT Wealth Advisors sold out of WABCO HOLDINGS INC. (WBC) in Q4 2018, closing a stake of 2,946 shares — an estimated $347K sold.

RGT Wealth Advisors first reported a position in WBC in Q1 2017 and held it in 7 quarters. The position peaked at $347K in Q3 2018. 312 funds tracked by Wall St. Rank hold WBC as of Q4 2018.

  • RGT Wealth Advisors reported no remaining WABCO HOLDINGS INC. position as of Q4 2018 after selling out during the quarter.
  • RGT Wealth Advisors sold 2,946 WABCO HOLDINGS INC. shares in Q4 2018, an estimated $347K.
  • RGT Wealth Advisors first reported a position in WABCO HOLDINGS INC. in Q1 2017 and held it in 7 quarters.
  • RGT Wealth Advisors's WABCO HOLDINGS INC. position peaked at $347K in Q3 2018.
  • 312 funds tracked by Wall St. Rank held WABCO HOLDINGS INC. as of Q4 2018.

Based on RGT Wealth Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.