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Bowling Portfolio Management’s Regional Management Corp RM Stock Holding History

Bowling Portfolio Management’s Portfolio RM Stock Details RM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-12,754
Closed -$212K – 338
2020
Q3 		$212K Sell
12,754
-20,856
-62% -$358K 0.05% 379
2020
Q2 		$595K Sell
33,610
-5,818
-15% -$90.8K 0.13% 211
2020
Q1 		$539K Buy
+39,428
New +$971K 0.13% 224
2019
Q3 		– Sell
-59,326
Closed -$1.56M – 369
2019
Q2 		$1.56M Buy
59,326
+6,816
+13% +$170K 0.26% 138
2019
Q1 		$1.28M Sell
52,510
-131
-0.2% -$3.49K 0.2% 181
2018
Q4 		$1.27M Buy
52,641
+3,533
+7% +$95.9K 0.22% 151
2018
Q3 		$1.42M Sell
49,108
-4,686
-9% -$156K 0.2% 183
2018
Q2 		$1.88M Buy
+53,794
New +$1.88M 0.26% 145
2018
Q1 		– Sell
-73,492
Closed -$1.93M – 399
2017
Q4 		$1.93M Buy
73,492
+17,317
+31% +$424K 0.26% 136
2017
Q3 		$1.36M Buy
56,175
+6,395
+13% +$149K 0.2% 169
2017
Q2 		$1.18M Buy
49,780
+21,486
+76% +$451K 0.17% 179
2017
Q1 		$550K Buy
28,294
+3,237
+13% +$72.4K 0.09% 259
2016
Q4 		$658K Sell
25,057
-8,604
-26% -$205K 0.1% 187
2016
Q3 		$729K Buy
+33,661
New +$655K 0.1% 146

Other funds holding RM

BCM
Basswood Capital Management New York $2.51B AUM 26.71% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
TCM
Tieton Capital Management Yakima, Washington $348M AUM 45.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bowling Portfolio Management's RM Position: Q4 2020 in Review

Bowling Portfolio Management sold out of Regional Management Corp (RM) in Q4 2020, closing a stake of 12,754 shares — an estimated $212K sold.

Bowling Portfolio Management first reported a position in RM in Q3 2016 and held it in 14 quarters. The position peaked at $1.93M in Q4 2017. 78 funds tracked by Wall St. Rank hold RM as of Q4 2020.

  • Bowling Portfolio Management reported no remaining Regional Management Corp position as of Q4 2020 after selling out during the quarter.
  • Bowling Portfolio Management sold 12,754 Regional Management Corp shares in Q4 2020, an estimated $212K.
  • Bowling Portfolio Management first reported a position in Regional Management Corp in Q3 2016 and held it in 14 quarters.
  • Bowling Portfolio Management's Regional Management Corp position peaked at $1.93M in Q4 2017.
  • 78 funds tracked by Wall St. Rank held Regional Management Corp as of Q4 2020.

Based on Bowling Portfolio Management's 13F filing for Q4 2020, filed 15 Jan 2021.