Mackenzie Financial
RM icon

Mackenzie Financial’s Regional Management Corp RM Stock Holding History

Mackenzie Financial’s Portfolio RM Stock Details RM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-18,553
Closed -$535K – 1223
2018
Q3 		$535K Sell
18,553
-3,929
-17% -$131K ﹤0.01% 866
2018
Q2 		$787K Buy
22,482
+15,522
+223% +$543K ﹤0.01% 714
2018
Q1 		$222K Buy
+6,960
New +$206K ﹤0.01% 882

Other funds holding RM

BCM
Basswood Capital Management New York $2.12B AUM 19.53% 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
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
CC
Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Mackenzie Financial's RM Position: Q4 2018 in Review

Mackenzie Financial sold out of Regional Management Corp (RM) in Q4 2018, closing a stake of 18,553 shares — an estimated $535K sold.

Mackenzie Financial first reported a position in RM in Q1 2018 and held it in 3 quarters. The position peaked at $787K in Q2 2018. 92 funds tracked by Wall St. Rank hold RM as of Q4 2018.

  • Mackenzie Financial reported no remaining Regional Management Corp position as of Q4 2018 after selling out during the quarter.
  • Mackenzie Financial sold 18,553 Regional Management Corp shares in Q4 2018, an estimated $535K.
  • Mackenzie Financial first reported a position in Regional Management Corp in Q1 2018 and held it in 3 quarters.
  • Mackenzie Financial's Regional Management Corp position peaked at $787K in Q2 2018.
  • 92 funds tracked by Wall St. Rank held Regional Management Corp as of Q4 2018.

Based on Mackenzie Financial's 13F filing for Q4 2018, filed 6 Feb 2019.