BDO Wealth Advisors’s RBC Bearings RBC Stock Holding History

BDO Wealth 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 Q4	–	Sell	-22	Closed	-$4K	–	628
2019 Q3	$4K	Buy	+22	New	+$3.56K	﹤0.01%	549

Other funds holding RBC

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

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

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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

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

GKIM

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

BDO Wealth Advisors's RBC Position: Q4 2019 in Review

BDO Wealth Advisors sold out of RBC Bearings (RBC) in Q4 2019, closing a stake of 22 shares — an estimated $4K sold.

BDO Wealth Advisors first reported a position in RBC in Q3 2019 and held it in 1 quarter. The position peaked at $4K in Q3 2019. 240 funds tracked by Wall St. Rank hold RBC as of Q4 2019.

BDO Wealth Advisors reported no remaining RBC Bearings position as of Q4 2019 after selling out during the quarter.
BDO Wealth Advisors sold 22 RBC Bearings shares in Q4 2019, an estimated $4K.
BDO Wealth Advisors first reported a position in RBC Bearings in Q3 2019 and held it in 1 quarter.
BDO Wealth Advisors's RBC Bearings position peaked at $4K in Q3 2019.
240 funds tracked by Wall St. Rank held RBC Bearings as of Q4 2019.

Based on BDO Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.