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Advisor Group’s Reliance Steel & Aluminium RS Stock Holding History

Advisor Group’s Portfolio RS Stock Details RS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$893K Buy
7,453
+6,133
+465% +$694K 0.01% 1273
2019
Q3 		$132K Sell
1,320
-24
-2% -$2.34K ﹤0.01% 2675
2019
Q2 		$127K Buy
1,344
+88
+7% +$7.88K ﹤0.01% 2673
2019
Q1 		$114K Buy
1,256
+369
+42% +$30.8K ﹤0.01% 2752
2018
Q4 		$63K Sell
887
-243
-22% -$19.2K ﹤0.01% 3028
2018
Q3 		$96K Buy
1,130
+320
+40% +$28.3K ﹤0.01% 2788
2018
Q2 		$71K Sell
810
-3
-0.4% -$273 ﹤0.01% 2805
2018
Q1 		$70K Sell
813
-273
-25% -$24.4K ﹤0.01% 2828
2017
Q4 		$94K Sell
1,086
-36
-3% -$2.83K ﹤0.01% 2630
2017
Q3 		$86K Sell
1,122
-36
-3% -$2.63K ﹤0.01% 2529
2017
Q2 		$84K Buy
1,158
+110
+10% +$8.23K ﹤0.01% 2454
2017
Q1 		$85K Buy
1,048
+125
+14% +$10.3K ﹤0.01% 2289
2016
Q4 		$73K Sell
923
-607
-40% -$46.2K ﹤0.01% 2298
2016
Q3 		$109K Buy
1,530
+708
+86% +$53.1K ﹤0.01% 1942
2016
Q2 		$60K Buy
+822
New +$60.3K ﹤0.01% 2282

Other funds holding RS

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Advisor Group's RS Position: Q4 2019 in Review

Advisor Group increased its Reliance Steel & Aluminium (RS) stake by 465% in Q4 2019, buying an estimated $694K and bringing the position to 7,453 shares worth $893K. The position accounts for 0.01% of the portfolio, ranked #1273.

Advisor Group first reported a position in RS in Q2 2016 and has held it in 15 quarters since. 409 funds tracked by Wall St. Rank hold RS as of Q4 2019.

  • Advisor Group held 7,453 shares of Reliance Steel & Aluminium worth $893K as of Q4 2019.
  • Advisor Group bought 6,133 Reliance Steel & Aluminium shares in Q4 2019, an estimated $694K.
  • Reliance Steel & Aluminium made up 0.01% of Advisor Group's portfolio in Q4 2019, its #1273 holding.
  • Advisor Group first reported a position in Reliance Steel & Aluminium in Q2 2016 and has held it in 15 quarters since.
  • 409 funds tracked by Wall St. Rank held Reliance Steel & Aluminium as of Q4 2019.

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