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Buckingham Strategic Wealth’s Reliance Steel & Aluminium RS Stock Holding History

Buckingham Strategic Wealth’s Portfolio RS Stock Details RS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-3,013
Closed -$264K – 372
2018
Q2 		$264K Buy
+3,013
New +$274K 0.04% 287

Other funds holding RS

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Buckingham Strategic Wealth's RS Position: Q3 2018 in Review

Buckingham Strategic Wealth sold out of Reliance Steel & Aluminium (RS) in Q3 2018, closing a stake of 3,013 shares — an estimated $264K sold.

Buckingham Strategic Wealth first reported a position in RS in Q2 2018 and held it in 1 quarter. The position peaked at $264K in Q2 2018. 371 funds tracked by Wall St. Rank hold RS as of Q3 2018.

  • Buckingham Strategic Wealth reported no remaining Reliance Steel & Aluminium position as of Q3 2018 after selling out during the quarter.
  • Buckingham Strategic Wealth sold 3,013 Reliance Steel & Aluminium shares in Q3 2018, an estimated $264K.
  • Buckingham Strategic Wealth first reported a position in Reliance Steel & Aluminium in Q2 2018 and held it in 1 quarter.
  • Buckingham Strategic Wealth's Reliance Steel & Aluminium position peaked at $264K in Q2 2018.
  • 371 funds tracked by Wall St. Rank held Reliance Steel & Aluminium as of Q3 2018.

Based on Buckingham Strategic Wealth's 13F filing for Q3 2018, filed 2 Nov 2018.