Squar Milner Financial Services’s RBC Bearings RBC Stock Holding History

Squar Milner Financial 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 Q2	–	Sell	-1,819	Closed	-$205K	–	584
2020 Q1	$205K	Buy	1,819 +299	+20%	+$46.3K	0.12%	162
2019 Q4	$240K	Buy	+1,520	New	+$246K	0.12%	174
2019 Q3	–	Sell	-71	Closed	-$12K	–	591
2019 Q2	$12K	Sell	71 -44	-38%	-$6.23K	0.01%	507
2019 Q1	$14K	Buy	115 +25	+28%	+$3.36K	0.01%	466
2018 Q4	$12K	Buy	90 +28	+45%	+$4.08K	0.01%	451
2018 Q3	$9K	Hold	62	–	–	0.01%	527
2018 Q2	$8K	Buy	+62	New	+$7.7K	0.01%	636

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

Squar Milner Financial Services's RBC Position: Q2 2020 in Review

Squar Milner Financial Services sold out of RBC Bearings (RBC) in Q2 2020, closing a stake of 1,819 shares — an estimated $205K sold.

Squar Milner Financial Services first reported a position in RBC in Q2 2018 and held it in 7 quarters. The position peaked at $240K in Q4 2019. 241 funds tracked by Wall St. Rank hold RBC as of Q2 2020.

Squar Milner Financial Services reported no remaining RBC Bearings position as of Q2 2020 after selling out during the quarter.
Squar Milner Financial Services sold 1,819 RBC Bearings shares in Q2 2020, an estimated $205K.
Squar Milner Financial Services first reported a position in RBC Bearings in Q2 2018 and held it in 7 quarters.
Squar Milner Financial Services's RBC Bearings position peaked at $240K in Q4 2019.
241 funds tracked by Wall St. Rank held RBC Bearings as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.