McAdam LLC’s Regal Rexnord RRX Stock Holding History

McAdam LLC’s Portfolio RRX Stock Details RRX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-54	Closed	-$4K	–	482
2018 Q3	$4K	Hold	54	–	–	﹤0.01%	444
2018 Q2	$4K	Buy	54 +1	+2%	+$77	﹤0.01%	432
2018 Q1	$4K	Buy	+53	New	+$3.99K	﹤0.01%	440

Other funds holding RRX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

McAdam LLC's RRX Position: Q4 2018 in Review

McAdam LLC sold out of Regal Rexnord (RRX) in Q4 2018, closing a stake of 54 shares — an estimated $4K sold.

McAdam LLC first reported a position in RRX in Q1 2018 and held it in 3 quarters. The position peaked at $4K in Q3 2018. 266 funds tracked by Wall St. Rank hold RRX as of Q4 2018.

McAdam LLC reported no remaining Regal Rexnord position as of Q4 2018 after selling out during the quarter.
McAdam LLC sold 54 Regal Rexnord shares in Q4 2018, an estimated $4K.
McAdam LLC first reported a position in Regal Rexnord in Q1 2018 and held it in 3 quarters.
McAdam LLC's Regal Rexnord position peaked at $4K in Q3 2018.
266 funds tracked by Wall St. Rank held Regal Rexnord as of Q4 2018.

Based on McAdam LLC's 13F filing for Q4 2018, filed 30 Jan 2019.