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Waverly Advisors’s Reliance Steel & Aluminium RS Stock Holding History

Waverly Advisors’s Portfolio RS Stock Details RS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-452
Closed -$24K – 340
2015
Q3 		$24K Buy
+452
New +$26.5K 0.02% 236

Other funds holding RS

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RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Waverly Advisors's RS Position: Q4 2015 in Review

Waverly Advisors sold out of Reliance Steel & Aluminium (RS) in Q4 2015, closing a stake of 452 shares — an estimated $24K sold.

Waverly Advisors first reported a position in RS in Q3 2015 and held it in 1 quarter. The position peaked at $24K in Q3 2015. 294 funds tracked by Wall St. Rank hold RS as of Q4 2015.

  • Waverly Advisors reported no remaining Reliance Steel & Aluminium position as of Q4 2015 after selling out during the quarter.
  • Waverly Advisors sold 452 Reliance Steel & Aluminium shares in Q4 2015, an estimated $24K.
  • Waverly Advisors first reported a position in Reliance Steel & Aluminium in Q3 2015 and held it in 1 quarter.
  • Waverly Advisors's Reliance Steel & Aluminium position peaked at $24K in Q3 2015.
  • 294 funds tracked by Wall St. Rank held Reliance Steel & Aluminium as of Q4 2015.

Based on Waverly Advisors's 13F filing for Q4 2015, filed 8 Feb 2016.