LWA
RS icon

Lowe Wealth Advisors’s Reliance Steel & Aluminium RS Stock Holding History

Lowe Wealth 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
2018
Q4 		– Sell
-61
Closed -$5K – 299
2018
Q3 		$5K Buy
+61
New +$5.4K ﹤0.01% 190

Other funds holding RS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
LM
Luminus Management Houston, Texas $166M AUM 75.95% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lowe Wealth Advisors's RS Position: Q4 2018 in Review

Lowe Wealth Advisors sold out of Reliance Steel & Aluminium (RS) in Q4 2018, closing a stake of 61 shares — an estimated $5K sold.

Lowe Wealth Advisors first reported a position in RS in Q3 2018 and held it in 1 quarter. The position peaked at $5K in Q3 2018. 341 funds tracked by Wall St. Rank hold RS as of Q4 2018.

  • Lowe Wealth Advisors reported no remaining Reliance Steel & Aluminium position as of Q4 2018 after selling out during the quarter.
  • Lowe Wealth Advisors sold 61 Reliance Steel & Aluminium shares in Q4 2018, an estimated $5K.
  • Lowe Wealth Advisors first reported a position in Reliance Steel & Aluminium in Q3 2018 and held it in 1 quarter.
  • Lowe Wealth Advisors's Reliance Steel & Aluminium position peaked at $5K in Q3 2018.
  • 341 funds tracked by Wall St. Rank held Reliance Steel & Aluminium as of Q4 2018.

Based on Lowe Wealth Advisors's 13F filing for Q4 2018, filed 10 Jan 2019.