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One Wealth Advisors’s Regal Rexnord RRX Stock Holding History

One Wealth Advisors’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
-898
Closed -$74K – 398
2018
Q3 		$74K Sell
898
-39
-4% -$3.24K 0.06% 228
2018
Q2 		$77K Buy
+937
New +$72.5K 0.06% 217

Other funds holding RRX

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

One Wealth Advisors's RRX Position: Q4 2018 in Review

One Wealth Advisors sold out of Regal Rexnord (RRX) in Q4 2018, closing a stake of 898 shares — an estimated $74K sold.

One Wealth Advisors first reported a position in RRX in Q2 2018 and held it in 2 quarters. The position peaked at $77K in Q2 2018. 266 funds tracked by Wall St. Rank hold RRX as of Q4 2018.

  • One Wealth Advisors reported no remaining Regal Rexnord position as of Q4 2018 after selling out during the quarter.
  • One Wealth Advisors sold 898 Regal Rexnord shares in Q4 2018, an estimated $74K.
  • One Wealth Advisors first reported a position in Regal Rexnord in Q2 2018 and held it in 2 quarters.
  • One Wealth Advisors's Regal Rexnord position peaked at $77K in Q2 2018.
  • 266 funds tracked by Wall St. Rank held Regal Rexnord as of Q4 2018.

Based on One Wealth Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.