WFA of San Diego’s Regional Health Properties, Inc. RHE Stock Holding History

WFA of San Diego’s Portfolio RHE Stock Details RHE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-13,001	Closed	-$19K	–	264
2020 Q2	$19K	Buy	+13,001	New	+$16.7K	﹤0.01%	271

Other funds holding RHE

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

BCWM

Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

WFA of San Diego's RHE Position: Q3 2020 in Review

WFA of San Diego sold out of Regional Health Properties, Inc. (RHE) in Q3 2020, closing a stake of 13,001 shares — an estimated $19K sold.

WFA of San Diego first reported a position in RHE in Q2 2020 and held it in 1 quarter. The position peaked at $19K in Q2 2020. 8 funds tracked by Wall St. Rank hold RHE as of Q3 2020.

WFA of San Diego reported no remaining Regional Health Properties, Inc. position as of Q3 2020 after selling out during the quarter.
WFA of San Diego sold 13,001 Regional Health Properties, Inc. shares in Q3 2020, an estimated $19K.
WFA of San Diego first reported a position in Regional Health Properties, Inc. in Q2 2020 and held it in 1 quarter.
WFA of San Diego's Regional Health Properties, Inc. position peaked at $19K in Q2 2020.
8 funds tracked by Wall St. Rank held Regional Health Properties, Inc. as of Q3 2020.

Based on WFA of San Diego's 13F filing for Q3 2020, filed 6 Nov 2020.