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Mosaic Family Wealth’s Reliance Steel & Aluminium RS Stock Holding History

Mosaic Family Wealth’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
2019
Q2 		– Sell
-54
Closed -$5K – 519
2019
Q1 		$5K Buy
+54
New +$4.5K ﹤0.01% 567

Other funds holding RS

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Mosaic Family Wealth's RS Position: Q2 2019 in Review

Mosaic Family Wealth sold out of Reliance Steel & Aluminium (RS) in Q2 2019, closing a stake of 54 shares — an estimated $5K sold.

Mosaic Family Wealth first reported a position in RS in Q1 2019 and held it in 1 quarter. The position peaked at $5K in Q1 2019. 364 funds tracked by Wall St. Rank hold RS as of Q2 2019.

  • Mosaic Family Wealth reported no remaining Reliance Steel & Aluminium position as of Q2 2019 after selling out during the quarter.
  • Mosaic Family Wealth sold 54 Reliance Steel & Aluminium shares in Q2 2019, an estimated $5K.
  • Mosaic Family Wealth first reported a position in Reliance Steel & Aluminium in Q1 2019 and held it in 1 quarter.
  • Mosaic Family Wealth's Reliance Steel & Aluminium position peaked at $5K in Q1 2019.
  • 364 funds tracked by Wall St. Rank held Reliance Steel & Aluminium as of Q2 2019.

Based on Mosaic Family Wealth's 13F filing for Q2 2019, filed 12 Aug 2019.