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

Focused 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
2017
Q4 		– Sell
-900
Closed -$69K – 733
2017
Q3 		$69K Hold
900
– – 0.02% 199
2017
Q2 		$66K Hold
900
– – 0.02% 257
2017
Q1 		$72K Hold
900
– – 0.03% 243
2016
Q4 		$72K Buy
+900
New +$68.6K 0.03% 236

Other funds holding RS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Victory Capital Management
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
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Focused Wealth Management's RS Position: Q4 2017 in Review

Focused Wealth Management sold out of Reliance Steel & Aluminium (RS) in Q4 2017, closing a stake of 900 shares — an estimated $69K sold.

Focused Wealth Management first reported a position in RS in Q4 2016 and held it in 4 quarters. The position peaked at $72K in Q1 2017. 329 funds tracked by Wall St. Rank hold RS as of Q4 2017.

  • Focused Wealth Management reported no remaining Reliance Steel & Aluminium position as of Q4 2017 after selling out during the quarter.
  • Focused Wealth Management sold 900 Reliance Steel & Aluminium shares in Q4 2017, an estimated $69K.
  • Focused Wealth Management first reported a position in Reliance Steel & Aluminium in Q4 2016 and held it in 4 quarters.
  • Focused Wealth Management's Reliance Steel & Aluminium position peaked at $72K in Q1 2017.
  • 329 funds tracked by Wall St. Rank held Reliance Steel & Aluminium as of Q4 2017.

Based on Focused Wealth Management's 13F filing for Q4 2017, filed 13 Feb 2018.