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Integrated Wealth Management (Palm Desert)’s Regal Rexnord RRX Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2016
Q1 		– Sell
-17
Closed -$1K – 1308
2015
Q4 		$1K Hold
17
– – ﹤0.01% 1218
2015
Q3 		$1K Hold
17
– – ﹤0.01% 1231
2015
Q2 		$1K Hold
17
– – ﹤0.01% 1266
2015
Q1 		$1K Buy
+17
New +$1.27K ﹤0.01% 1211

Other funds holding RRX

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s RRX Position: Q1 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of Regal Rexnord (RRX) in Q1 2016, closing a stake of 17 shares — an estimated $1K sold.

Integrated Wealth Management (Palm Desert) first reported a position in RRX in Q1 2015 and held it in 4 quarters. The position peaked at $1K in Q4 2015. 236 funds tracked by Wall St. Rank hold RRX as of Q1 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining Regal Rexnord position as of Q1 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 17 Regal Rexnord shares in Q1 2016, an estimated $1K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Regal Rexnord in Q1 2015 and held it in 4 quarters.
  • Integrated Wealth Management (Palm Desert)'s Regal Rexnord position peaked at $1K in Q4 2015.
  • 236 funds tracked by Wall St. Rank held Regal Rexnord as of Q1 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q1 2016, filed 22 Apr 2016.