Steward Partners Investment Advisory’s Regional Management Corp RM Stock Holding History

Steward Partners Investment Advisory’s Portfolio RM Stock Details RM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-71	Closed	-$1K	–	2835
2020 Q2	$1K	Sell	71 -44	-38%	-$687	﹤0.01%	2604
2020 Q1	$1K	Hold	115	–	–	﹤0.01%	2415
2019 Q4	$3K	Hold	115	–	–	﹤0.01%	2372
2019 Q3	$3K	Hold	115	–	–	﹤0.01%	2372
2019 Q2	$3K	Buy	+115	New	+$2.86K	﹤0.01%	2370
2018 Q4	–	Sell	-115	Closed	-$3K	–	1858
2018 Q3	$3K	Buy	115 +44	+62%	+$1.46K	﹤0.01%	2294
2018 Q2	$2K	Hold	71	–	–	﹤0.01%	2246
2018 Q1	$2K	Hold	71	–	–	﹤0.01%	2031
2017 Q4	$1K	Hold	71	–	–	﹤0.01%	1806
2017 Q3	$1K	Hold	71	–	–	﹤0.01%	1611
2017 Q2	$1K	Hold	71	–	–	﹤0.01%	1544
2017 Q1	$1K	Hold	71	–	–	﹤0.01%	1431
2016 Q4	$1K	Buy	+71	New	+$1.69K	﹤0.01%	824

Other funds holding RM

BCM

Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

TCM

Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return

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

Steward Partners Investment Advisory's RM Position: Q3 2020 in Review

Steward Partners Investment Advisory sold out of Regional Management Corp (RM) in Q3 2020, closing a stake of 71 shares — an estimated $1K sold.

Steward Partners Investment Advisory first reported a position in RM in Q4 2016 and held it in 13 quarters. The position peaked at $3K in Q4 2019. 76 funds tracked by Wall St. Rank hold RM as of Q3 2020.

Steward Partners Investment Advisory reported no remaining Regional Management Corp position as of Q3 2020 after selling out during the quarter.
Steward Partners Investment Advisory sold 71 Regional Management Corp shares in Q3 2020, an estimated $1K.
Steward Partners Investment Advisory first reported a position in Regional Management Corp in Q4 2016 and held it in 13 quarters.
Steward Partners Investment Advisory's Regional Management Corp position peaked at $3K in Q4 2019.
76 funds tracked by Wall St. Rank held Regional Management Corp as of Q3 2020.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2020, filed 30 Oct 2020.