IBEX Wealth Advisors’s RBC Bearings RBC Stock Holding History

IBEX Wealth Advisors’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
2017 Q1	–	Sell	-92	Closed	-$8K	–	313
2016 Q4	$8K	Buy	+92	New	+$7.42K	﹤0.01%	322

Other funds holding RBC

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

SCM

Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

IBEX Wealth Advisors's RBC Position: Q1 2017 in Review

IBEX Wealth Advisors sold out of RBC Bearings (RBC) in Q1 2017, closing a stake of 92 shares — an estimated $8K sold.

IBEX Wealth Advisors first reported a position in RBC in Q4 2016 and held it in 1 quarter. The position peaked at $8K in Q4 2016. 158 funds tracked by Wall St. Rank hold RBC as of Q1 2017.

IBEX Wealth Advisors reported no remaining RBC Bearings position as of Q1 2017 after selling out during the quarter.
IBEX Wealth Advisors sold 92 RBC Bearings shares in Q1 2017, an estimated $8K.
IBEX Wealth Advisors first reported a position in RBC Bearings in Q4 2016 and held it in 1 quarter.
IBEX Wealth Advisors's RBC Bearings position peaked at $8K in Q4 2016.
158 funds tracked by Wall St. Rank held RBC Bearings as of Q1 2017.

Based on IBEX Wealth Advisors's 13F filing for Q1 2017, filed 25 May 2017.