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WFG Advisors’s RPM International RPM Stock Holding History

WFG Advisors’s Portfolio RPM Stock Details RPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		$182K Sell
3,343
-291
-8% -$15.6K 0.04% 388
2017
Q1 		$200K Sell
3,634
-455
-11% -$24.3K 0.05% 337
2016
Q4 		$220K Buy
4,089
+14
+0.3% +$717 0.05% 357
2016
Q3 		$219K Sell
4,075
-72
-2% -$3.82K 0.05% 348
2016
Q2 		$207K Sell
4,147
-290
-7% -$14.5K 0.06% 331
2016
Q1 		$210K Buy
4,437
+18
+0.4% +$746 0.06% 292
2015
Q4 		$195K Sell
4,419
-28
-0.6% -$1.26K 0.06% 294
2015
Q3 		$186K Buy
4,447
+15
+0.3% +$683 0.06% 309
2015
Q2 		$217K Sell
4,432
-85
-2% -$4.18K 0.06% 321
2015
Q1 		$217K Buy
4,517
+177
+4% +$8.56K 0.06% 329
2014
Q4 		$220K Buy
4,340
+2,004
+86% +$93.3K 0.04% 399
2014
Q3 		$107K Buy
2,336
+6
+0.3% +$275 0.02% 640
2014
Q2 		$108K Buy
2,330
+7
+0.3% +$303 0.02% 635
2014
Q1 		$97K Buy
2,323
+7
+0.3% +$289 0.02% 647
2013
Q4 		$96K Buy
2,316
+8
+0.3% +$311 0.01% 759
2013
Q3 		$84K Sell
2,308
-63
-3% -$2.2K 0.01% 754
2013
Q2 		$76K Buy
+2,371
New +$76.1K 0.01% 754

Other funds holding RPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

WFG Advisors's RPM Position: Q2 2017 in Review

WFG Advisors reduced its RPM International (RPM) stake by 8% in Q2 2017, selling an estimated $15.6K and leaving 3,343 shares worth $182K. The position accounts for 0.04% of the portfolio, ranked #388.

WFG Advisors first reported a position in RPM in Q2 2013 and has held it in 17 quarters since. The position peaked at $220K in Q4 2016. 426 funds tracked by Wall St. Rank hold RPM as of Q2 2017.

  • WFG Advisors held 3,343 shares of RPM International worth $182K as of Q2 2017.
  • WFG Advisors sold 291 RPM International shares in Q2 2017, an estimated $15.6K.
  • RPM International made up 0.04% of WFG Advisors's portfolio in Q2 2017, its #388 holding.
  • WFG Advisors first reported a position in RPM International in Q2 2013 and has held it in 17 quarters since.
  • WFG Advisors's RPM International position peaked at $220K in Q4 2016.
  • 426 funds tracked by Wall St. Rank held RPM International as of Q2 2017.

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