RWM
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RKL Wealth Management’s Masco MAS Stock Holding History

RKL Wealth Management’s Portfolio MAS Stock Details MAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-30,351
Closed -$1.05M – 114
2020
Q1 		$1.05M Sell
30,351
-1,583
-5% -$69.1K 0.22% 60
2019
Q4 		$1.53M Sell
31,934
-1,097
-3% -$49.9K 0.28% 61
2019
Q3 		$1.38M Sell
33,031
-361
-1% -$14.5K 0.26% 63
2019
Q2 		$1.31M Sell
33,392
-23
-0.1% -$887 0.24% 64
2019
Q1 		$1.31M Buy
33,415
+47
+0.1% +$1.68K 0.26% 63
2018
Q4 		$973K Buy
33,368
+253
+0.8% +$7.86K 0.22% 73
2018
Q3 		$1.22M Buy
33,115
+335
+1% +$12.9K 0.26% 72
2018
Q2 		$1.24M Buy
32,780
+139
+0.4% +$5.35K 0.28% 71
2018
Q1 		$1.32M Buy
32,641
+1,890
+6% +$81.2K 0.31% 66
2017
Q4 		$1.36M Buy
30,751
+2,184
+8% +$88.7K 0.34% 61
2017
Q3 		$1.11M Buy
28,567
+4,744
+20% +$179K 0.31% 66
2017
Q2 		$915K Buy
23,823
+7,271
+44% +$266K 0.29% 70
2017
Q1 		$562K Buy
16,552
+9,276
+127% +$310K 0.23% 76
2016
Q4 		$230K Buy
+7,276
New +$233K 0.11% 90

Other funds holding MAS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return