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Wealthcare Advisory Partners’s RB Global RBA Stock Holding History

Wealthcare Advisory Partners’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
2018
Q1 		– Sell
-12
Closed – – 1215
2017
Q4 		$0 Buy
+12
New +$336 ﹤0.01% 1161

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CIP
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Primecap Management
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RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
MIP
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BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
CAM
CGOV Asset Management Toronto, Ontario, Canada $1.73B AUM 9.15% 1-Year Est. Return

Wealthcare Advisory Partners's RBA Position: Q1 2018 in Review

Wealthcare Advisory Partners sold out of RB Global (RBA) in Q1 2018, closing a stake of 12 shares.

Wealthcare Advisory Partners first reported a position in RBA in Q4 2017 and held it in 1 quarter. The position peaked at $0 in Q4 2017. 202 funds tracked by Wall St. Rank hold RBA as of Q1 2018.

  • Wealthcare Advisory Partners reported no remaining RB Global position as of Q1 2018 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 12 RB Global shares in Q1 2018.
  • Wealthcare Advisory Partners first reported a position in RB Global in Q4 2017 and held it in 1 quarter.
  • Wealthcare Advisory Partners's RB Global position peaked at $0 in Q4 2017.
  • 202 funds tracked by Wall St. Rank held RB Global as of Q1 2018.

Based on Wealthcare Advisory Partners's 13F filing for Q1 2018, filed 15 May 2018.