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Acorn Wealth Advisors’s Regal Rexnord RRX Stock Holding History

Acorn Wealth Advisors’s Portfolio RRX Stock Details RRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-59
Closed -$4K – 742
2018
Q1 		$4K Hold
59
– – ﹤0.01% 659
2017
Q4 		$5K Buy
+59
New +$4.59K ﹤0.01% 601

Other funds holding RRX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Acorn Wealth Advisors's RRX Position: Q2 2018 in Review

Acorn Wealth Advisors sold out of Regal Rexnord (RRX) in Q2 2018, closing a stake of 59 shares — an estimated $4K sold.

Acorn Wealth Advisors first reported a position in RRX in Q4 2017 and held it in 2 quarters. The position peaked at $5K in Q4 2017. 269 funds tracked by Wall St. Rank hold RRX as of Q2 2018.

  • Acorn Wealth Advisors reported no remaining Regal Rexnord position as of Q2 2018 after selling out during the quarter.
  • Acorn Wealth Advisors sold 59 Regal Rexnord shares in Q2 2018, an estimated $4K.
  • Acorn Wealth Advisors first reported a position in Regal Rexnord in Q4 2017 and held it in 2 quarters.
  • Acorn Wealth Advisors's Regal Rexnord position peaked at $5K in Q4 2017.
  • 269 funds tracked by Wall St. Rank held Regal Rexnord as of Q2 2018.

Based on Acorn Wealth Advisors's 13F filing for Q2 2018, filed 10 Aug 2018.