TrueWealth LLC’s RB Global RBA Stock Holding History

TrueWealth LLC’s Portfolio RBA Stock Details RBA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	$8K	Hold	191	–	–	﹤0.01%	508
2020 Q1	$7K	Hold	191	–	–	﹤0.01%	505
2019 Q4	$8K	Hold	191	–	–	﹤0.01%	499
2019 Q3	$8K	Hold	191	–	–	﹤0.01%	491
2019 Q2	$6K	Hold	191	–	–	﹤0.01%	543
2019 Q1	$6K	Hold	191	–	–	﹤0.01%	547
2018 Q4	$6K	Hold	191	–	–	﹤0.01%	523
2018 Q3	$7K	Hold	191	–	–	﹤0.01%	554
2018 Q2	$7K	Hold	191	–	–	﹤0.01%	558
2018 Q1	$6K	Hold	191	–	–	﹤0.01%	546
2017 Q4	$6K	Buy	+191	New	+$5.35K	﹤0.01%	619

Other funds holding RBA

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

EAM

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

CTA

Carillon Tower Advisers St. Petersburg, Florida $16.4B AUM 64.75% 1-Year Est. Return

TrueWealth LLC's RBA Position: Q2 2020 in Review

TrueWealth LLC held its RB Global (RBA) position steady in Q2 2020 at 191 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #508.

TrueWealth LLC first reported a position in RBA in Q4 2017 and has held it in 11 quarters since. 237 funds tracked by Wall St. Rank hold RBA as of Q2 2020.

TrueWealth LLC held 191 shares of RB Global worth $8K as of Q2 2020.
TrueWealth LLC left its RB Global share count unchanged in Q2 2020.
RB Global made up ﹤0.01% of TrueWealth LLC's portfolio in Q2 2020, its #508 holding.
TrueWealth LLC first reported a position in RB Global in Q4 2017 and has held it in 11 quarters since.
237 funds tracked by Wall St. Rank held RB Global as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.