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Willingdon Wealth Management’s Robert Half RHI Stock Holding History

Willingdon Wealth Management’s Portfolio RHI Stock Details RHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-55
Closed -$3K – 376
2017
Q4 		$3K Buy
+55
New +$2.93K ﹤0.01% 320

Other funds holding RHI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Willingdon Wealth Management's RHI Position: Q1 2018 in Review

Willingdon Wealth Management sold out of Robert Half (RHI) in Q1 2018, closing a stake of 55 shares — an estimated $3K sold.

Willingdon Wealth Management first reported a position in RHI in Q4 2017 and held it in 1 quarter. The position peaked at $3K in Q4 2017. 460 funds tracked by Wall St. Rank hold RHI as of Q1 2018.

  • Willingdon Wealth Management reported no remaining Robert Half position as of Q1 2018 after selling out during the quarter.
  • Willingdon Wealth Management sold 55 Robert Half shares in Q1 2018, an estimated $3K.
  • Willingdon Wealth Management first reported a position in Robert Half in Q4 2017 and held it in 1 quarter.
  • Willingdon Wealth Management's Robert Half position peaked at $3K in Q4 2017.
  • 460 funds tracked by Wall St. Rank held Robert Half as of Q1 2018.

Based on Willingdon Wealth Management's 13F filing for Q1 2018, filed 8 May 2018.