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Wealthspire Advisors (Maryland)’s Reinsurance Group of America RGA Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio RGA Stock Details RGA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-556
Closed -$79K – 1659
2019
Q1 		$79K Sell
556
-256
-32% -$36.9K 0.01% 723
2018
Q4 		$114K Sell
812
-69
-8% -$9.78K 0.01% 563
2018
Q3 		$127K Sell
881
-121
-12% -$17.1K 0.01% 596
2018
Q2 		$134K Sell
1,002
-9
-0.9% -$1.34K 0.01% 590
2018
Q1 		$156K Sell
1,011
-93
-8% -$14.6K 0.01% 553
2017
Q4 		$172K Sell
1,104
-139
-11% -$21K 0.02% 541
2017
Q3 		$173K Sell
1,243
-57
-4% -$7.71K 0.02% 525
2017
Q2 		$167K Sell
1,300
-19
-1% -$2.4K 0.02% 516
2017
Q1 		$167K Buy
1,319
+86
+7% +$10.9K 0.02% 449
2016
Q4 		$155K Sell
1,233
-310
-20% -$36.3K 0.02% 441
2016
Q3 		$167K Buy
1,543
+54
+4% +$5.51K 0.03% 431
2016
Q2 		$144K Buy
1,489
+88
+6% +$8.44K 0.02% 454
2016
Q1 		$135K Buy
1,401
+157
+13% +$13.8K 0.02% 453
2015
Q4 		$106K Buy
+1,244
New +$113K 0.02% 506

Other funds holding RGA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of Reinsurance Group of America (RGA) in Q2 2019, closing a stake of 556 shares — an estimated $79K sold.

Wealthspire Advisors (Maryland) first reported a position in RGA in Q4 2015 and held it in 14 quarters. The position peaked at $173K in Q3 2017. 475 funds tracked by Wall St. Rank hold RGA as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Reinsurance Group of America position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 556 Reinsurance Group of America shares in Q2 2019, an estimated $79K.
  • Wealthspire Advisors (Maryland) first reported a position in Reinsurance Group of America in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Reinsurance Group of America position peaked at $173K in Q3 2017.
  • 475 funds tracked by Wall St. Rank held Reinsurance Group of America as of Q2 2019.

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