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Legacy Financial Advisors’s Reliance Steel & Aluminium RS Stock Holding History

Legacy Financial Advisors’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
Q2 		– Sell
-23
Closed -$2K – 739
2019
Q1 		$2K Hold
23
– – ﹤0.01% 914
2018
Q4 		$2K Sell
23
-28
-55% -$2.21K ﹤0.01% 850
2018
Q3 		$4K Hold
51
– – ﹤0.01% 734
2018
Q2 		$5K Hold
51
– – ﹤0.01% 707
2018
Q1 		$4K Buy
51
+28
+122% +$2.5K ﹤0.01% 692
2017
Q4 		$1K Buy
+23
New +$1.81K ﹤0.01% 789

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Legacy Financial Advisors sold out of Reliance Steel & Aluminium (RS) in Q2 2019, closing a stake of 23 shares — an estimated $2K sold.

Legacy Financial Advisors first reported a position in RS in Q4 2017 and held it in 6 quarters. The position peaked at $5K in Q2 2018. 364 funds tracked by Wall St. Rank hold RS as of Q2 2019.

  • Legacy Financial Advisors reported no remaining Reliance Steel & Aluminium position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 23 Reliance Steel & Aluminium shares in Q2 2019, an estimated $2K.
  • Legacy Financial Advisors first reported a position in Reliance Steel & Aluminium in Q4 2017 and held it in 6 quarters.
  • Legacy Financial Advisors's Reliance Steel & Aluminium position peaked at $5K in Q2 2018.
  • 364 funds tracked by Wall St. Rank held Reliance Steel & Aluminium as of Q2 2019.

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