Financial Architects (New Jersey)’s RBC Bearings RBC Stock Holding History

Financial Architects (New Jersey)’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 Q3	–	Sell	-84	Closed	-$11K	–	647
2020 Q2	$11K	Hold	84	–	–	﹤0.01%	635
2020 Q1	$9K	Hold	84	–	–	﹤0.01%	643
2019 Q4	$13K	Hold	84	–	–	﹤0.01%	637
2019 Q3	$14K	Hold	84	–	–	﹤0.01%	665
2019 Q2	$14K	Hold	84	–	–	﹤0.01%	809
2019 Q1	$11K	Hold	84	–	–	﹤0.01%	1065
2018 Q4	$11K	Hold	84	–	–	﹤0.01%	972
2018 Q3	$13K	Hold	84	–	–	﹤0.01%	1044
2018 Q2	$11K	Hold	84	–	–	﹤0.01%	970
2018 Q1	$10K	Hold	84	–	–	﹤0.01%	1085
2017 Q4	$11K	Hold	84	–	–	﹤0.01%	1131
2017 Q3	$11K	Hold	84	–	–	﹤0.01%	1110
2017 Q2	$9K	Hold	84	–	–	﹤0.01%	1170
2017 Q1	$8K	Hold	84	–	–	﹤0.01%	1188
2016 Q4	$8K	Buy	+84	New	+$6.77K	﹤0.01%	1061

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

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

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

GKIM

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Financial Architects (New Jersey)'s RBC Position: Q3 2020 in Review

Financial Architects (New Jersey) sold out of RBC Bearings (RBC) in Q3 2020, closing a stake of 84 shares — an estimated $11K sold.

Financial Architects (New Jersey) first reported a position in RBC in Q4 2016 and held it in 15 quarters. The position peaked at $14K in Q3 2019. 246 funds tracked by Wall St. Rank hold RBC as of Q3 2020.

Financial Architects (New Jersey) reported no remaining RBC Bearings position as of Q3 2020 after selling out during the quarter.
Financial Architects (New Jersey) sold 84 RBC Bearings shares in Q3 2020, an estimated $11K.
Financial Architects (New Jersey) first reported a position in RBC Bearings in Q4 2016 and held it in 15 quarters.
Financial Architects (New Jersey)'s RBC Bearings position peaked at $14K in Q3 2019.
246 funds tracked by Wall St. Rank held RBC Bearings as of Q3 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2020, filed 9 Nov 2020.