RFWA
SCS

RPg Family Wealth Advisory’s Steelcase SCS Stock Holding History

RPg Family Wealth Advisory’s Portfolio SCS Stock Details SCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-2,375
Closed -$35.4K – 284
2015
Q4 		$35.4K Buy
+2,375
New +$44.7K 0.03% 115

Other funds holding SCS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return

RPg Family Wealth Advisory's SCS Position: Q1 2016 in Review

RPg Family Wealth Advisory sold out of Steelcase (SCS) in Q1 2016, closing a stake of 2,375 shares — an estimated $35.4K sold.

RPg Family Wealth Advisory first reported a position in SCS in Q4 2015 and held it in 1 quarter. The position peaked at $35.4K in Q4 2015. 202 funds tracked by Wall St. Rank hold SCS as of Q1 2016.

  • RPg Family Wealth Advisory reported no remaining Steelcase position as of Q1 2016 after selling out during the quarter.
  • RPg Family Wealth Advisory sold 2,375 Steelcase shares in Q1 2016, an estimated $35.4K.
  • RPg Family Wealth Advisory first reported a position in Steelcase in Q4 2015 and held it in 1 quarter.
  • RPg Family Wealth Advisory's Steelcase position peaked at $35.4K in Q4 2015.
  • 202 funds tracked by Wall St. Rank held Steelcase as of Q1 2016.

Based on RPg Family Wealth Advisory's 13F filing for Q1 2016, filed 12 May 2016.