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Kays Financial Advisory’s Reliance Steel & Aluminium RS Stock Holding History

Kays Financial Advisory’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
2019
Q4 		– Sell
-5,414
Closed -$540K – 111
2019
Q3 		$540K Hold
5,414
– – 0.1% 72
2019
Q2 		$512K Buy
+5,414
New +$485K 0.09% 72

Other funds holding RS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Kays Financial Advisory's RS Position: Q4 2019 in Review

Kays Financial Advisory sold out of Reliance Steel & Aluminium (RS) in Q4 2019, closing a stake of 5,414 shares — an estimated $540K sold.

Kays Financial Advisory first reported a position in RS in Q2 2019 and held it in 2 quarters. The position peaked at $540K in Q3 2019. 409 funds tracked by Wall St. Rank hold RS as of Q4 2019.

  • Kays Financial Advisory reported no remaining Reliance Steel & Aluminium position as of Q4 2019 after selling out during the quarter.
  • Kays Financial Advisory sold 5,414 Reliance Steel & Aluminium shares in Q4 2019, an estimated $540K.
  • Kays Financial Advisory first reported a position in Reliance Steel & Aluminium in Q2 2019 and held it in 2 quarters.
  • Kays Financial Advisory's Reliance Steel & Aluminium position peaked at $540K in Q3 2019.
  • 409 funds tracked by Wall St. Rank held Reliance Steel & Aluminium as of Q4 2019.

Based on Kays Financial Advisory's 13F filing for Q4 2019, filed 27 Jan 2020.