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Meridian Wealth Management’s RBC Bearings RBC Stock Holding History

Meridian Wealth Management’s Portfolio RBC Stock Details RBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-132
Closed -$220 – 414
2019
Q2 		$220 Buy
+132
New +$18.7K 0.01% 524

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BlackRock
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WA
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Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Meridian Wealth Management's RBC Position: Q3 2019 in Review

Meridian Wealth Management sold out of RBC Bearings (RBC) in Q3 2019, closing a stake of 132 shares — an estimated $220 sold.

Meridian Wealth Management first reported a position in RBC in Q2 2019 and held it in 1 quarter. The position peaked at $220 in Q2 2019. 228 funds tracked by Wall St. Rank hold RBC as of Q3 2019.

  • Meridian Wealth Management reported no remaining RBC Bearings position as of Q3 2019 after selling out during the quarter.
  • Meridian Wealth Management sold 132 RBC Bearings shares in Q3 2019, an estimated $220.
  • Meridian Wealth Management first reported a position in RBC Bearings in Q2 2019 and held it in 1 quarter.
  • Meridian Wealth Management's RBC Bearings position peaked at $220 in Q2 2019.
  • 228 funds tracked by Wall St. Rank held RBC Bearings as of Q3 2019.

Based on Meridian Wealth Management's 13F filing for Q3 2019, filed 8 Nov 2019.