Personal Wealth Partners’s Regal Rexnord RRX Stock Holding History

Personal Wealth Partners’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
2020 Q1	–	Sell	-2	Closed	–	–	500
2019 Q4	$0	Hold	2	–	–	﹤0.01%	651
2019 Q3	$0	Buy	+2	New	+$151	﹤0.01%	661

Other funds holding RRX

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

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

BlackRock New York $5.72T AUM 30.48% 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

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

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

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Personal Wealth Partners's RRX Position: Q1 2020 in Review

Personal Wealth Partners sold out of Regal Rexnord (RRX) in Q1 2020, closing a stake of 2 shares.

Personal Wealth Partners first reported a position in RRX in Q3 2019 and held it in 2 quarters. The position peaked at $0 in Q4 2019. 242 funds tracked by Wall St. Rank hold RRX as of Q1 2020.

Personal Wealth Partners reported no remaining Regal Rexnord position as of Q1 2020 after selling out during the quarter.
Personal Wealth Partners sold 2 Regal Rexnord shares in Q1 2020.
Personal Wealth Partners first reported a position in Regal Rexnord in Q3 2019 and held it in 2 quarters.
Personal Wealth Partners's Regal Rexnord position peaked at $0 in Q4 2019.
242 funds tracked by Wall St. Rank held Regal Rexnord as of Q1 2020.

Based on Personal Wealth Partners's 13F filing for Q1 2020, filed 7 May 2020.