EWM
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Executive Wealth Management’s RBC Bearings RBC Stock Holding History

Executive Wealth Management’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
Q3 		– Sell
-69
Closed -$12K – 624
2019
Q2 		$12K Hold
69
– – ﹤0.01% 584
2019
Q1 		$9K Hold
69
– – ﹤0.01% 578
2018
Q4 		$9K Buy
+69
New +$10K ﹤0.01% 587

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 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

Executive Wealth Management's RBC Position: Q3 2019 in Review

Executive Wealth Management sold out of RBC Bearings (RBC) in Q3 2019, closing a stake of 69 shares — an estimated $12K sold.

Executive Wealth Management first reported a position in RBC in Q4 2018 and held it in 3 quarters. The position peaked at $12K in Q2 2019. 227 funds tracked by Wall St. Rank hold RBC as of Q3 2019.

  • Executive Wealth Management reported no remaining RBC Bearings position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 69 RBC Bearings shares in Q3 2019, an estimated $12K.
  • Executive Wealth Management first reported a position in RBC Bearings in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's RBC Bearings position peaked at $12K in Q2 2019.
  • 227 funds tracked by Wall St. Rank held RBC Bearings as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.