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Lupo Securities’s Reliance Steel & Aluminium RS Stock Holding History

Lupo Securities’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
2015
Q3 		$16K Hold
300
– – 0.12% 60
2015
Q2 		$18K Sell
300
-400
-57% -$25.3K 0.07% 50
2015
Q1 		$43K Hold
700
– – 0.07% 152
2014
Q4 		$42.9K Buy
+700
New +$44.4K 0.02% 188

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RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return

Lupo Securities's RS Position: Q3 2015 in Review

Lupo Securities held its Reliance Steel & Aluminium (RS) position steady in Q3 2015 at 300 shares worth $16K. The position accounts for 0.12% of the portfolio, ranked #60.

Lupo Securities first reported a position in RS in Q4 2014 and has held it in 4 quarters since. The position peaked at $43K in Q1 2015. 298 funds tracked by Wall St. Rank hold RS as of Q3 2015.

  • Lupo Securities held 300 shares of Reliance Steel & Aluminium worth $16K as of Q3 2015.
  • Lupo Securities left its Reliance Steel & Aluminium share count unchanged in Q3 2015.
  • Reliance Steel & Aluminium made up 0.12% of Lupo Securities's portfolio in Q3 2015, its #60 holding.
  • Lupo Securities first reported a position in Reliance Steel & Aluminium in Q4 2014 and has held it in 4 quarters since.
  • Lupo Securities's Reliance Steel & Aluminium position peaked at $43K in Q1 2015.
  • 298 funds tracked by Wall St. Rank held Reliance Steel & Aluminium as of Q3 2015.

Based on Lupo Securities's 13F filing for Q3 2015, filed 13 Nov 2015.