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Coastal Bridge Advisors’s RBC Bearings RBC Stock Holding History

Coastal Bridge 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
Q1 		– Sell
-2,498
Closed -$327K – 141
2018
Q4 		$327K Hold
2,498
– – 0.13% 86
2018
Q3 		$376K Hold
2,498
– – 0.14% 84
2018
Q2 		$322K Hold
2,498
– – 0.13% 88
2018
Q1 		$310K Hold
2,498
– – 0.11% 88
2017
Q4 		$316K Hold
2,498
– – 0.1% 88
2017
Q3 		$313K Hold
2,498
– – 0.1% 82
2017
Q2 		$254K Buy
+2,498
New +$250K 0.09% 86

Other funds holding RBC

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Coastal Bridge Advisors's RBC Position: Q1 2019 in Review

Coastal Bridge Advisors sold out of RBC Bearings (RBC) in Q1 2019, closing a stake of 2,498 shares — an estimated $327K sold.

Coastal Bridge Advisors first reported a position in RBC in Q2 2017 and held it in 7 quarters. The position peaked at $376K in Q3 2018. 231 funds tracked by Wall St. Rank hold RBC as of Q1 2019.

  • Coastal Bridge Advisors reported no remaining RBC Bearings position as of Q1 2019 after selling out during the quarter.
  • Coastal Bridge Advisors sold 2,498 RBC Bearings shares in Q1 2019, an estimated $327K.
  • Coastal Bridge Advisors first reported a position in RBC Bearings in Q2 2017 and held it in 7 quarters.
  • Coastal Bridge Advisors's RBC Bearings position peaked at $376K in Q3 2018.
  • 231 funds tracked by Wall St. Rank held RBC Bearings as of Q1 2019.

Based on Coastal Bridge Advisors's 13F filing for Q1 2019, filed 8 May 2019.