Wealthspire Advisors (Maryland)’s Regal Rexnord RRX Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio RRX Stock Details RRX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-195	Closed	-$16K	–	1687
2019 Q1	$16K	Sell	195 -1	-0.5%	-$79	﹤0.01%	1367
2018 Q4	$14K	Buy	196 +13	+7%	+$982	﹤0.01%	1350
2018 Q3	$15K	Hold	183	–	–	﹤0.01%	1411
2018 Q2	$15K	Buy	183 +7	+4%	+$542	﹤0.01%	1427
2018 Q1	$13K	Sell	176 -5	-3%	-$376	﹤0.01%	1467
2017 Q4	$14K	Buy	181 +11	+6%	+$856	﹤0.01%	1463
2017 Q3	$13K	Sell	170 -1	-0.6%	-$80	﹤0.01%	1479
2017 Q2	$14K	Buy	171 +21	+14%	+$1.66K	﹤0.01%	1402
2017 Q1	$11K	Buy	150 +5	+3%	+$368	﹤0.01%	1314
2016 Q4	$10K	Sell	145 -70	-33%	-$4.63K	﹤0.01%	1228
2016 Q3	$13K	Hold	215	–	–	﹤0.01%	1183
2016 Q2	$12K	Hold	215	–	–	﹤0.01%	1166
2016 Q1	$14K	Hold	215	–	–	﹤0.01%	1108
2015 Q4	$13K	Buy	+215	New	+$13.2K	﹤0.01%	1119

Other funds holding RRX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s RRX Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Regal Rexnord (RRX) in Q2 2019, closing a stake of 195 shares — an estimated $16K sold.

Wealthspire Advisors (Maryland) first reported a position in RRX in Q4 2015 and held it in 14 quarters. The position peaked at $16K in Q1 2019. 266 funds tracked by Wall St. Rank hold RRX as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining Regal Rexnord position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 195 Regal Rexnord shares in Q2 2019, an estimated $16K.
Wealthspire Advisors (Maryland) first reported a position in Regal Rexnord in Q4 2015 and held it in 14 quarters.
Wealthspire Advisors (Maryland)'s Regal Rexnord position peaked at $16K in Q1 2019.
266 funds tracked by Wall St. Rank held Regal Rexnord as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.