RWB
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RMR Wealth Builders’s Banco Santander SAN Stock Holding History

RMR Wealth Builders’s Portfolio SAN Stock Details SAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-1,565
Closed -$4K – 422
2020
Q2 		$4K Buy
+1,565
New +$3.42K ﹤0.01% 392
2019
Q4 		$6K Buy
+1,565
New +$6.08K 0.01% 366

Other funds holding SAN

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

RMR Wealth Builders's SAN Position: Q3 2020 in Review

RMR Wealth Builders sold out of Banco Santander (SAN) in Q3 2020, closing a stake of 1,565 shares — an estimated $4K sold.

RMR Wealth Builders first reported a position in SAN in Q4 2019 and held it in 2 quarters. The position peaked at $6K in Q4 2019. 272 funds tracked by Wall St. Rank hold SAN as of Q3 2020.

  • RMR Wealth Builders reported no remaining Banco Santander position as of Q3 2020 after selling out during the quarter.
  • RMR Wealth Builders sold 1,565 Banco Santander shares in Q3 2020, an estimated $4K.
  • RMR Wealth Builders first reported a position in Banco Santander in Q4 2019 and held it in 2 quarters.
  • RMR Wealth Builders's Banco Santander position peaked at $6K in Q4 2019.
  • 272 funds tracked by Wall St. Rank held Banco Santander as of Q3 2020.

Based on RMR Wealth Builders's 13F filing for Q3 2020, filed 13 Nov 2020.