LPL Financial
RELY

LPL Financial’s Real Industry, Inc. RELY Stock Holding History

LPL Financial’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
-10,625
Closed -$19K – 3123
2017
Q3 		$19K Hold
10,625
– – ﹤0.01% 2845
2017
Q2 		$31K Hold
10,625
– – ﹤0.01% 2765
2017
Q1 		$29K Hold
10,625
– – ﹤0.01% 2668
2016
Q4 		$62K Buy
+10,625
New +$61.6K ﹤0.01% 2626

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

LPL Financial's RELY Position: Q4 2017 in Review

LPL Financial sold out of Real Industry, Inc. (RELY) in Q4 2017, closing a stake of 10,625 shares — an estimated $19K sold.

LPL Financial first reported a position in RELY in Q4 2016 and held it in 4 quarters. The position peaked at $62K in Q4 2016. 5 funds tracked by Wall St. Rank hold RELY as of Q4 2017.

  • LPL Financial reported no remaining Real Industry, Inc. position as of Q4 2017 after selling out during the quarter.
  • LPL Financial sold 10,625 Real Industry, Inc. shares in Q4 2017, an estimated $19K.
  • LPL Financial first reported a position in Real Industry, Inc. in Q4 2016 and held it in 4 quarters.
  • LPL Financial's Real Industry, Inc. position peaked at $62K in Q4 2016.
  • 5 funds tracked by Wall St. Rank held Real Industry, Inc. as of Q4 2017.

Based on LPL Financial's 13F filing for Q4 2017, filed 14 Feb 2018.