Shine Investment Advisory Services’s RBC Bearings RBC Stock Holding History

Shine Investment Advisory Services’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
2020 Q3	$6K	Hold	51	–	–	﹤0.01%	614
2020 Q2	$7K	Hold	51	–	–	﹤0.01%	603
2020 Q1	$6K	Hold	51	–	–	﹤0.01%	586
2019 Q4	$8K	Hold	51	–	–	﹤0.01%	621
2019 Q3	$8K	Hold	51	–	–	﹤0.01%	597
2019 Q2	$9K	Hold	51	–	–	﹤0.01%	558
2019 Q1	$6K	Sell	51 -43	-46%	-$5.78K	﹤0.01%	616
2018 Q4	$12K	Hold	94	–	–	0.01%	502
2018 Q3	$14K	Hold	94	–	–	0.01%	489
2018 Q2	$12K	Hold	94	–	–	0.01%	507
2018 Q1	$12K	Hold	94	–	–	0.01%	503
2017 Q4	$12K	Hold	94	–	–	0.01%	513
2017 Q3	$12K	Hold	94	–	–	0.01%	510
2017 Q2	$10K	Buy	+94	New	+$9.4K	0.01%	514

Other funds holding RBC

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

GKIM

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Shine Investment Advisory Services's RBC Position: Q3 2020 in Review

Shine Investment Advisory Services held its RBC Bearings (RBC) position steady in Q3 2020 at 51 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #614.

Shine Investment Advisory Services first reported a position in RBC in Q2 2017 and has held it in 14 quarters since. The position peaked at $14K in Q3 2018. 247 funds tracked by Wall St. Rank hold RBC as of Q3 2020.

Shine Investment Advisory Services held 51 shares of RBC Bearings worth $6K as of Q3 2020.
Shine Investment Advisory Services left its RBC Bearings share count unchanged in Q3 2020.
RBC Bearings made up ﹤0.01% of Shine Investment Advisory Services's portfolio in Q3 2020, its #614 holding.
Shine Investment Advisory Services first reported a position in RBC Bearings in Q2 2017 and has held it in 14 quarters since.
Shine Investment Advisory Services's RBC Bearings position peaked at $14K in Q3 2018.
247 funds tracked by Wall St. Rank held RBC Bearings as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.