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Advisor Group’s Regal Rexnord RRX Stock Holding History

Advisor Group’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
2019
Q4 		$62K Sell
728
-73
-9% -$5.79K ﹤0.01% 3279
2019
Q3 		$59K Buy
801
+21
+3% +$1.58K ﹤0.01% 3263
2019
Q2 		$63K Sell
780
-7
-0.9% -$564 ﹤0.01% 3206
2019
Q1 		$64K Buy
787
+274
+53% +$21.6K ﹤0.01% 3210
2018
Q4 		$36K Sell
513
-539
-51% -$40.7K ﹤0.01% 3422
2018
Q3 		$87K Sell
1,052
-510
-33% -$42.4K ﹤0.01% 2861
2018
Q2 		$128K Buy
1,562
+233
+18% +$18K ﹤0.01% 2326
2018
Q1 		$97K Buy
1,329
+429
+48% +$32.3K ﹤0.01% 2584
2017
Q4 		$69K Buy
900
+358
+66% +$27.8K ﹤0.01% 2856
2017
Q3 		$43K Buy
542
+67
+14% +$5.35K ﹤0.01% 3057
2017
Q2 		$39K Buy
475
+117
+33% +$9.25K ﹤0.01% 3012
2017
Q1 		$27K Hold
358
– – ﹤0.01% 3162
2016
Q4 		$25K Buy
358
+13
+4% +$861 ﹤0.01% 3095
2016
Q3 		$21K Hold
345
– – ﹤0.01% 3120
2016
Q2 		$18K Buy
+345
New +$20.7K ﹤0.01% 3137

Other funds holding RRX

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Advisor Group's RRX Position: Q4 2019 in Review

Advisor Group reduced its Regal Rexnord (RRX) stake by 9.1% in Q4 2019, selling an estimated $5.79K and leaving 728 shares worth $62K. The position accounts for ﹤0.01% of the portfolio, ranked #3279.

Advisor Group first reported a position in RRX in Q2 2016 and has held it in 15 quarters since. The position peaked at $128K in Q2 2018. 269 funds tracked by Wall St. Rank hold RRX as of Q4 2019.

  • Advisor Group held 728 shares of Regal Rexnord worth $62K as of Q4 2019.
  • Advisor Group sold 73 Regal Rexnord shares in Q4 2019, an estimated $5.79K.
  • Regal Rexnord made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #3279 holding.
  • Advisor Group first reported a position in Regal Rexnord in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's Regal Rexnord position peaked at $128K in Q2 2018.
  • 269 funds tracked by Wall St. Rank held Regal Rexnord as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.