Archford Capital Strategies’s RBC Bearings RBC Stock Holding History

Archford Capital Strategies’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
2018 Q3	–	Sell	-36	Closed	-$5K	–	654
2018 Q2	$5K	Hold	36	–	–	﹤0.01%	479
2018 Q1	$5K	Buy	+36	New	+$4.47K	﹤0.01%	393
2017 Q2	–	Sell	-36	Closed	-$3K	–	526
2017 Q1	$3K	Hold	36	–	–	﹤0.01%	555
2016 Q4	$3K	Hold	36	–	–	﹤0.01%	472
2016 Q3	$2K	Sell	36 -36	-50%	-$2.75K	﹤0.01%	542
2016 Q2	$6K	Buy	+72	New	+$5.28K	﹤0.01%	461
2016 Q1	–	Sell	-72	Closed	-$6K	–	499
2015 Q4	$6K	Hold	72	–	–	﹤0.01%	534
2015 Q3	$4K	Buy	72 +36	+100%	+$2.34K	﹤0.01%	479
2015 Q2	$3K	Hold	36	–	–	﹤0.01%	444
2015 Q1	$2.75K	Hold	36	–	–	﹤0.01%	468
2014 Q4	$2K	Hold	36	–	–	﹤0.01%	532
2014 Q3	$2K	Buy	36 +10	+38%	+$603	﹤0.01%	524
2014 Q2	$1.67K	Buy	+26	New	+$1.61K	﹤0.01%	720

Other funds holding RBC

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

SCM

Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return

Archford Capital Strategies's RBC Position: Q3 2018 in Review

Archford Capital Strategies sold out of RBC Bearings (RBC) in Q3 2018, closing a stake of 36 shares — an estimated $5K sold.

Archford Capital Strategies first reported a position in RBC in Q2 2014 and held it in 13 quarters. The position peaked at $6K in Q2 2016. 202 funds tracked by Wall St. Rank hold RBC as of Q3 2018.

Archford Capital Strategies reported no remaining RBC Bearings position as of Q3 2018 after selling out during the quarter.
Archford Capital Strategies sold 36 RBC Bearings shares in Q3 2018, an estimated $5K.
Archford Capital Strategies first reported a position in RBC Bearings in Q2 2014 and held it in 13 quarters.
Archford Capital Strategies's RBC Bearings position peaked at $6K in Q2 2016.
202 funds tracked by Wall St. Rank held RBC Bearings as of Q3 2018.

Based on Archford Capital Strategies's 13F filing for Q3 2018, filed 14 Nov 2018.