TFO
RGP icon

Tarbox Family Office’s Resources Connection RGP Stock Holding History

Tarbox Family Office’s Portfolio RGP Stock Details RGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-125
Closed -$2K – 1275
2019
Q4 		$2K Hold
125
– – ﹤0.01% 840
2019
Q3 		$2K Hold
125
– – ﹤0.01% 773
2019
Q2 		$2K Buy
+125
New +$1.99K ﹤0.01% 782

Other funds holding RGP

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
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PCM
Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Tarbox Family Office's RGP Position: Q1 2020 in Review

Tarbox Family Office sold out of Resources Connection (RGP) in Q1 2020, closing a stake of 125 shares — an estimated $2K sold.

Tarbox Family Office first reported a position in RGP in Q2 2019 and held it in 3 quarters. The position peaked at $2K in Q4 2019. 133 funds tracked by Wall St. Rank hold RGP as of Q1 2020.

  • Tarbox Family Office reported no remaining Resources Connection position as of Q1 2020 after selling out during the quarter.
  • Tarbox Family Office sold 125 Resources Connection shares in Q1 2020, an estimated $2K.
  • Tarbox Family Office first reported a position in Resources Connection in Q2 2019 and held it in 3 quarters.
  • Tarbox Family Office's Resources Connection position peaked at $2K in Q4 2019.
  • 133 funds tracked by Wall St. Rank held Resources Connection as of Q1 2020.

Based on Tarbox Family Office's 13F filing for Q1 2020, filed 30 Apr 2020.