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WFG Advisors’s RB Global RBA Stock Holding History

WFG Advisors’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
2017
Q2 		$0 Hold
11
– – ﹤0.01% 1644
2017
Q1 		$0 Hold
11
– – ﹤0.01% 1628
2016
Q4 		$0 Buy
+11
New +$400 ﹤0.01% 1685
2015
Q2 		– Sell
-50
Closed -$1K – 1778
2015
Q1 		$1K Hold
50
– – ﹤0.01% 1657
2014
Q4 		$1K Hold
50
– – ﹤0.01% 1980
2014
Q3 		$1K Buy
+50
New +$1.19K ﹤0.01% 2001

Other funds holding RBA

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
CAM
CGOV Asset Management Toronto, Ontario, Canada $1.73B AUM 9.15% 1-Year Est. Return
QI
QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

WFG Advisors's RBA Position: Q2 2017 in Review

WFG Advisors held its RB Global (RBA) position steady in Q2 2017 at 11 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1644.

WFG Advisors first reported a position in RBA in Q3 2014 and has held it in 6 quarters since. The position peaked at $1K in Q1 2015. 181 funds tracked by Wall St. Rank hold RBA as of Q2 2017.

  • WFG Advisors held 11 shares of RB Global worth $0 as of Q2 2017.
  • WFG Advisors left its RB Global share count unchanged in Q2 2017.
  • RB Global made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1644 holding.
  • WFG Advisors first reported a position in RB Global in Q3 2014 and has held it in 6 quarters since.
  • WFG Advisors's RB Global position peaked at $1K in Q1 2015.
  • 181 funds tracked by Wall St. Rank held RB Global as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.