Evoke Wealth’s RBC Bearings RBC Stock Holding History

Evoke Wealth’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
2020 Q1	–	Sell	-87	Closed	-$13.8K	–	1305
2019 Q4	$13.8K	Hold	87	–	–	﹤0.01%	672
2019 Q3	$14.4K	Buy	+87	New	+$14.1K	﹤0.01%	744

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Evoke Wealth's RBC Position: Q1 2020 in Review

Evoke Wealth sold out of RBC Bearings (RBC) in Q1 2020, closing a stake of 87 shares — an estimated $13.8K sold.

Evoke Wealth first reported a position in RBC in Q3 2019 and held it in 2 quarters. The position peaked at $14.4K in Q3 2019. 237 funds tracked by Wall St. Rank hold RBC as of Q1 2020.

Evoke Wealth reported no remaining RBC Bearings position as of Q1 2020 after selling out during the quarter.
Evoke Wealth sold 87 RBC Bearings shares in Q1 2020, an estimated $13.8K.
Evoke Wealth first reported a position in RBC Bearings in Q3 2019 and held it in 2 quarters.
Evoke Wealth's RBC Bearings position peaked at $14.4K in Q3 2019.
237 funds tracked by Wall St. Rank held RBC Bearings as of Q1 2020.

Based on Evoke Wealth's 13F filing for Q1 2020, filed 7 May 2020.