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Wealthspire Advisors (Maryland)’s RB Global RBA Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-770
Closed -$26K – 1647
2019
Q1 		$26K Sell
770
-90
-10% -$3.17K ﹤0.01% 1173
2018
Q4 		$28K Buy
860
+17
+2% +$572 ﹤0.01% 1089
2018
Q3 		$30K Buy
843
+62
+8% +$2.22K ﹤0.01% 1155
2018
Q2 		$27K Buy
781
+99
+15% +$3.34K ﹤0.01% 1201
2018
Q1 		$21K Sell
682
-512
-43% -$16.3K ﹤0.01% 1284
2017
Q4 		$36K Buy
1,194
+293
+33% +$8.2K ﹤0.01% 1135
2017
Q3 		$28K Buy
901
+64
+8% +$1.85K ﹤0.01% 1184
2017
Q2 		$24K Buy
837
+380
+83% +$11.8K ﹤0.01% 1201
2017
Q1 		$15K Sell
457
-62
-12% -$2.01K ﹤0.01% 1182
2016
Q4 		$18K Sell
519
-188
-27% -$6.83K ﹤0.01% 1054
2016
Q3 		$25K Sell
707
-54
-7% -$1.76K ﹤0.01% 1000
2016
Q2 		$26K Buy
761
+21
+3% +$650 ﹤0.01% 913
2016
Q1 		$20K Buy
740
+80
+12% +$1.89K ﹤0.01% 972
2015
Q4 		$16K Buy
+660
New +$16.9K ﹤0.01% 1049

Other funds holding RBA

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
RP
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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s RBA Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of RB Global (RBA) in Q2 2019, closing a stake of 770 shares — an estimated $26K sold.

Wealthspire Advisors (Maryland) first reported a position in RBA in Q4 2015 and held it in 14 quarters. The position peaked at $36K in Q4 2017. 199 funds tracked by Wall St. Rank hold RBA as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining RB Global position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 770 RB Global shares in Q2 2019, an estimated $26K.
  • Wealthspire Advisors (Maryland) first reported a position in RB Global in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s RB Global position peaked at $36K in Q4 2017.
  • 199 funds tracked by Wall St. Rank held RB Global as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.