Advisor Group’s Regional Management Corp RM Stock Holding History

Advisor Group’s Portfolio RM Stock Details RM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-97	Closed	-$3K	–	4780
2016 Q4	$3K	Buy	+97	New	+$2.31K	﹤0.01%	4128

Other funds holding RM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BCM

Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Numeric Investors Boston, Massachusetts $13.7B AUM 28.88% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

TCM

Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return

PGIM

Pacific Global Investment Management Glendale, California $70.7M AUM 14.46% 1-Year Est. Return

Advisor Group's RM Position: Q1 2017 in Review

Advisor Group sold out of Regional Management Corp (RM) in Q1 2017, closing a stake of 97 shares — an estimated $3K sold.

Advisor Group first reported a position in RM in Q4 2016 and held it in 1 quarter. The position peaked at $3K in Q4 2016. 87 funds tracked by Wall St. Rank hold RM as of Q1 2017.

Advisor Group reported no remaining Regional Management Corp position as of Q1 2017 after selling out during the quarter.
Advisor Group sold 97 Regional Management Corp shares in Q1 2017, an estimated $3K.
Advisor Group first reported a position in Regional Management Corp in Q4 2016 and held it in 1 quarter.
Advisor Group's Regional Management Corp position peaked at $3K in Q4 2016.
87 funds tracked by Wall St. Rank held Regional Management Corp as of Q1 2017.

Based on Advisor Group's 13F filing for Q1 2017, filed 15 May 2017.