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Destination Wealth Management’s Reliance Steel & Aluminium RS Stock Holding History

Destination Wealth Management’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
2019
Q3 		– Sell
-246
Closed -$23K – 420
2019
Q2 		$23K Buy
+246
New +$22K ﹤0.01% 372

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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
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Destination Wealth Management's RS Position: Q3 2019 in Review

Destination Wealth Management sold out of Reliance Steel & Aluminium (RS) in Q3 2019, closing a stake of 246 shares — an estimated $23K sold.

Destination Wealth Management first reported a position in RS in Q2 2019 and held it in 1 quarter. The position peaked at $23K in Q2 2019. 384 funds tracked by Wall St. Rank hold RS as of Q3 2019.

  • Destination Wealth Management reported no remaining Reliance Steel & Aluminium position as of Q3 2019 after selling out during the quarter.
  • Destination Wealth Management sold 246 Reliance Steel & Aluminium shares in Q3 2019, an estimated $23K.
  • Destination Wealth Management first reported a position in Reliance Steel & Aluminium in Q2 2019 and held it in 1 quarter.
  • Destination Wealth Management's Reliance Steel & Aluminium position peaked at $23K in Q2 2019.
  • 384 funds tracked by Wall St. Rank held Reliance Steel & Aluminium as of Q3 2019.

Based on Destination Wealth Management's 13F filing for Q3 2019, filed 13 Nov 2019.