LW
RELY

Linscomb Wealth’s Real Industry, Inc. RELY Stock Holding History

Linscomb Wealth’s Portfolio RELY Stock Details RELY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-18,000
Closed -$32K – 285
2017
Q3 		$32K Buy
18,000
+4,500
+33% +$9.58K ﹤0.01% 265
2017
Q2 		$39K Buy
13,500
+2,500
+23% +$6.82K ﹤0.01% 248
2017
Q1 		$31K Buy
11,000
+1,000
+10% +$4.94K ﹤0.01% 245
2016
Q4 		$61K Buy
+10,000
New +$58K 0.01% 258

Other funds holding RELY

AUIM
Aegon USA Investment Management Cedar Rapids, Iowa $140M AUM 12.2% 1-Year Est. Return
OWD
Osborn Williams & Donohoe Cincinnati, Ohio $762M AUM 2.74% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
PCA
Private Capital Advisors Darien, Connecticut $1.14B AUM 48.66% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Linscomb Wealth's RELY Position: Q4 2017 in Review

Linscomb Wealth sold out of Real Industry, Inc. (RELY) in Q4 2017, closing a stake of 18,000 shares — an estimated $32K sold.

Linscomb Wealth first reported a position in RELY in Q4 2016 and held it in 4 quarters. The position peaked at $61K in Q4 2016. 5 funds tracked by Wall St. Rank hold RELY as of Q4 2017.

  • Linscomb Wealth reported no remaining Real Industry, Inc. position as of Q4 2017 after selling out during the quarter.
  • Linscomb Wealth sold 18,000 Real Industry, Inc. shares in Q4 2017, an estimated $32K.
  • Linscomb Wealth first reported a position in Real Industry, Inc. in Q4 2016 and held it in 4 quarters.
  • Linscomb Wealth's Real Industry, Inc. position peaked at $61K in Q4 2016.
  • 5 funds tracked by Wall St. Rank held Real Industry, Inc. as of Q4 2017.

Based on Linscomb Wealth's 13F filing for Q4 2017, filed 2 Feb 2018.