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Gideon Capital Advisors’s Regal Rexnord RRX Stock Holding History

Gideon Capital Advisors’s Portfolio RRX Stock Details RRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-4,363
Closed -$334K – 449
2017
Q4 		$334K Buy
4,363
+1,376
+46% +$107K 0.29% 129
2017
Q3 		$236K Buy
2,987
+66
+2% +$5.27K 0.23% 216
2017
Q2 		$238K Sell
2,921
-1,550
-35% -$123K 0.26% 185
2017
Q1 		$338K Sell
4,471
-944
-17% -$69.6K 0.2% 207
2016
Q4 		$375K Buy
+5,415
New +$358K 0.24% 170

Other funds holding RRX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Gideon Capital Advisors's RRX Position: Q1 2018 in Review

Gideon Capital Advisors sold out of Regal Rexnord (RRX) in Q1 2018, closing a stake of 4,363 shares — an estimated $334K sold.

Gideon Capital Advisors first reported a position in RRX in Q4 2016 and held it in 5 quarters. The position peaked at $375K in Q4 2016. 276 funds tracked by Wall St. Rank hold RRX as of Q1 2018.

  • Gideon Capital Advisors reported no remaining Regal Rexnord position as of Q1 2018 after selling out during the quarter.
  • Gideon Capital Advisors sold 4,363 Regal Rexnord shares in Q1 2018, an estimated $334K.
  • Gideon Capital Advisors first reported a position in Regal Rexnord in Q4 2016 and held it in 5 quarters.
  • Gideon Capital Advisors's Regal Rexnord position peaked at $375K in Q4 2016.
  • 276 funds tracked by Wall St. Rank held Regal Rexnord as of Q1 2018.

Based on Gideon Capital Advisors's 13F filing for Q1 2018, filed 14 May 2018.