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Legacy Financial Advisors’s RBC Bearings RBC Stock Holding History

Legacy Financial 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
2019
Q2 		– Sell
-70
Closed -$9K – 716
2019
Q1 		$9K Buy
+70
New +$9.4K ﹤0.01% 643

Other funds holding RBC

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Legacy Financial Advisors's RBC Position: Q2 2019 in Review

Legacy Financial Advisors sold out of RBC Bearings (RBC) in Q2 2019, closing a stake of 70 shares — an estimated $9K sold.

Legacy Financial Advisors first reported a position in RBC in Q1 2019 and held it in 1 quarter. The position peaked at $9K in Q1 2019. 226 funds tracked by Wall St. Rank hold RBC as of Q2 2019.

  • Legacy Financial Advisors reported no remaining RBC Bearings position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 70 RBC Bearings shares in Q2 2019, an estimated $9K.
  • Legacy Financial Advisors first reported a position in RBC Bearings in Q1 2019 and held it in 1 quarter.
  • Legacy Financial Advisors's RBC Bearings position peaked at $9K in Q1 2019.
  • 226 funds tracked by Wall St. Rank held RBC Bearings as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.