AIA
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Alera Investment Advisors’s RBC Bearings RBC Stock Holding History

Alera Investment Advisors’s Portfolio RBC Stock Details RBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-6
Closed -$1K – 1304
2018
Q4 		$1K Buy
+6
New +$873 ﹤0.01% 985

Other funds holding RBC

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Alera Investment Advisors's RBC Position: Q1 2019 in Review

Alera Investment Advisors sold out of RBC Bearings (RBC) in Q1 2019, closing a stake of 6 shares — an estimated $1K sold.

Alera Investment Advisors first reported a position in RBC in Q4 2018 and held it in 1 quarter. The position peaked at $1K in Q4 2018. 231 funds tracked by Wall St. Rank hold RBC as of Q1 2019.

  • Alera Investment Advisors reported no remaining RBC Bearings position as of Q1 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 6 RBC Bearings shares in Q1 2019, an estimated $1K.
  • Alera Investment Advisors first reported a position in RBC Bearings in Q4 2018 and held it in 1 quarter.
  • Alera Investment Advisors's RBC Bearings position peaked at $1K in Q4 2018.
  • 231 funds tracked by Wall St. Rank held RBC Bearings as of Q1 2019.

Based on Alera Investment Advisors's 13F filing for Q1 2019, filed 14 May 2019.