Resources Management Corp Closed Holding Positions

Resources Management Corp

  • $774 Million
  • Q3 2025
Stock Closed Quarter Shares Sold Price Range Trade History
Principal Mid Cap Institutional
Q4 2019 Filed on Feb 13, 2020
70
N/A
Polen Growth Institutional
Q4 2019 Filed on Feb 13, 2020
591
N/A
T. Rowe Price Blue Chip Growth
Q4 2019 Filed on Feb 13, 2020
386
N/A
T. Rowe Price Comm & Tech Investor
Q4 2019 Filed on Feb 13, 2020
104
N/A
Vanguard Energy Adm
Q4 2019 Filed on Feb 13, 2020
728
N/A
Vanguard Ftse Social Index Admiral
Q4 2019 Filed on Feb 13, 2020
4,130
N/A
Vanguard Total Intl Stock Index Admiral
Q4 2019 Filed on Feb 13, 2020
281
N/A
Virtus Kar Small Cap Growth I
Q4 2019 Filed on Feb 13, 2020
272
N/A
Parnassus Mid Cap Institutional
Q4 2019 Filed on Feb 13, 2020
57
N/A
Main Gate Mlp I
Q4 2019 Filed on Feb 13, 2020
159
N/A
Bb&T Corp
Q4 2019 Filed on Feb 13, 2020
14,139
N/A
Atac Inflation Rotation Investor
Q4 2019 Filed on Feb 13, 2020
28
N/A
Bfs Equity
Q4 2019 Filed on Feb 13, 2020
8,284
N/A
Dfa Emerging Markets Core Equity I
Q4 2019 Filed on Feb 13, 2020
7,344
N/A
Dfa Us Targeted Value I
Q4 2019 Filed on Feb 13, 2020
6,978
N/A
Dodge & Cox Income
Q4 2019 Filed on Feb 13, 2020
1,765
N/A
Fidelity Contrafund
Q4 2019 Filed on Feb 13, 2020
3,958
N/A
Fidelity Magellan
Q4 2019 Filed on Feb 13, 2020
3,301
N/A
Fidelity Small Cap Discovery
Q4 2019 Filed on Feb 13, 2020
65
N/A
Jpmorgan Growth Advantage A
Q4 2019 Filed on Feb 13, 2020
783
N/A
Jpmorgan Small Cap Growth I
Q4 2019 Filed on Feb 13, 2020
959
N/A
American Funds Washington Mutual F2
Q4 2019 Filed on Feb 13, 2020
572
N/A
American Funds Fundamental Invs F2
Q4 2019 Filed on Feb 13, 2020
599
N/A
Viacom Inc
Q4 2019 Filed on Feb 13, 2020
9,310
N/A
BHF
Brighthouse Financial, Inc.

Financial Services
Q4 2019 Filed on Feb 13, 2020
2
$35.16 - $42.76 $70.3 - $85.5
Celgene Corp
Q4 2019 Filed on Feb 13, 2020
36,229
N/A
Connecticut Wtr Svc Inc
Q4 2019 Filed on Feb 13, 2020
1,225
N/A
Dunkin Brands Group Inc
Q4 2019 Filed on Feb 13, 2020
35
N/A
Fire Eye Inc
Q4 2019 Filed on Feb 13, 2020
400
N/A
Firstcash Inc
Q4 2019 Filed on Feb 13, 2020
275
N/A
Hcp Inc
Q4 2019 Filed on Feb 13, 2020
9,585
N/A
IXJ
Ishares Global Healthcare ETF

ETFs
Q4 2019 Filed on Feb 13, 2020
84
$59.37 - $69.08 $4.99K - $5.8K
SIRI
Sirius Xm Holdings Inc.

Communication Services
Q4 2019 Filed on Feb 13, 2020
572
$6.18 - $7.18 $3.53K - $4.11K
VBK
Vanguard Small Cap Growth ETF

ETFs
Q4 2019 Filed on Feb 13, 2020
55
$177.24 - $199.81 $9.75K - $11K
Versum Materials Inc
Q4 2019 Filed on Feb 13, 2020
350
N/A
Mfs Massachusetts Investors Tr A
Q4 2019 Filed on Feb 13, 2020
444
N/A
Parnassus
Q4 2019 Filed on Feb 13, 2020
1,035
N/A
Diamond Hill Large Cap I
Q4 2019 Filed on Feb 13, 2020
773
N/A
Invesco American Value Fund A
Q4 2019 Filed on Feb 13, 2020
2,436
N/A
Touchstone Sustainability & Imp Eq A
Q4 2019 Filed on Feb 13, 2020
2,347
N/A
Federated Strategic Value Dividend Instl
Q4 2019 Filed on Feb 13, 2020
4,030
N/A
Eaton Vance Atlanta Capital Sel Eq I
Q4 2019 Filed on Feb 13, 2020
178
N/A
American Funds Europacific Growth F1
Q4 2019 Filed on Feb 13, 2020
35
N/A
Buckeye Partners LP
Q4 2019 Filed on Feb 13, 2020
42,797
N/A
Aberdeen Global Equity Impact Instl
Q4 2019 Filed on Feb 13, 2020
707
N/A
Dreyfus Instl S&P 500 Stock Index I
Q4 2019 Filed on Feb 13, 2020
494
N/A
Dreyfus Growth & Income
Q4 2019 Filed on Feb 13, 2020
1,558
N/A
American Funds New Economy A
Q4 2019 Filed on Feb 13, 2020
6,175
N/A
Blackrock Euro Fund Instl
Q4 2019 Filed on Feb 13, 2020
228
N/A
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