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Willingdon Wealth Management’s Reinsurance Group of America RGA Stock Holding History

Willingdon Wealth Management’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
Q4 		– Sell
-14
Closed -$2K – 506
2019
Q3 		$2K Buy
+14
New +$2.17K ﹤0.01% 365

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Willingdon Wealth Management's RGA Position: Q4 2019 in Review

Willingdon Wealth Management sold out of Reinsurance Group of America (RGA) in Q4 2019, closing a stake of 14 shares — an estimated $2K sold.

Willingdon Wealth Management first reported a position in RGA in Q3 2019 and held it in 1 quarter. The position peaked at $2K in Q3 2019. 486 funds tracked by Wall St. Rank hold RGA as of Q4 2019.

  • Willingdon Wealth Management reported no remaining Reinsurance Group of America position as of Q4 2019 after selling out during the quarter.
  • Willingdon Wealth Management sold 14 Reinsurance Group of America shares in Q4 2019, an estimated $2K.
  • Willingdon Wealth Management first reported a position in Reinsurance Group of America in Q3 2019 and held it in 1 quarter.
  • Willingdon Wealth Management's Reinsurance Group of America position peaked at $2K in Q3 2019.
  • 486 funds tracked by Wall St. Rank held Reinsurance Group of America as of Q4 2019.

Based on Willingdon Wealth Management's 13F filing for Q4 2019, filed 10 Feb 2020.