APP
RRX icon

Avantax Planning Partners’s Regal Rexnord RRX Stock Holding History

Avantax Planning Partners’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
2018
Q2 		– Sell
-14
Closed -$1K – 1217
2018
Q1 		$1K Buy
+14
New +$1.05K ﹤0.01% 1745

Other funds holding RRX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Avantax Planning Partners's RRX Position: Q2 2018 in Review

Avantax Planning Partners sold out of Regal Rexnord (RRX) in Q2 2018, closing a stake of 14 shares — an estimated $1K sold.

Avantax Planning Partners first reported a position in RRX in Q1 2018 and held it in 1 quarter. The position peaked at $1K in Q1 2018. 269 funds tracked by Wall St. Rank hold RRX as of Q2 2018.

  • Avantax Planning Partners reported no remaining Regal Rexnord position as of Q2 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 14 Regal Rexnord shares in Q2 2018, an estimated $1K.
  • Avantax Planning Partners first reported a position in Regal Rexnord in Q1 2018 and held it in 1 quarter.
  • Avantax Planning Partners's Regal Rexnord position peaked at $1K in Q1 2018.
  • 269 funds tracked by Wall St. Rank held Regal Rexnord as of Q2 2018.

Based on Avantax Planning Partners's 13F filing for Q2 2018, filed 13 Aug 2018.