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Wealthspire Advisors (Maryland)’s Reliance Steel & Aluminium RS Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-119
Closed -$11K – 1688
2019
Q1 		$11K Sell
119
-28
-19% -$2.33K ﹤0.01% 1498
2018
Q4 		$10K Sell
147
-2,282
-94% -$180K ﹤0.01% 1474
2018
Q3 		$207K Sell
2,429
-208
-8% -$18.4K 0.02% 448
2018
Q2 		$231K Sell
2,637
-1,173
-31% -$107K 0.02% 422
2018
Q1 		$327K Sell
3,810
-439
-10% -$39.2K 0.03% 337
2017
Q4 		$365K Sell
4,249
-227
-5% -$17.9K 0.04% 327
2017
Q3 		$341K Sell
4,476
-66
-1% -$4.82K 0.04% 329
2017
Q2 		$331K Sell
4,542
-468
-9% -$35K 0.04% 323
2017
Q1 		$401K Sell
5,010
-159
-3% -$13.1K 0.06% 226
2016
Q4 		$411K Sell
5,169
-300
-5% -$22.9K 0.06% 206
2016
Q3 		$394K Sell
5,469
-328
-6% -$24.6K 0.06% 214
2016
Q2 		$446K Buy
5,797
+367
+7% +$26.9K 0.07% 181
2016
Q1 		$376K Sell
5,430
-264
-5% -$16K 0.07% 203
2015
Q4 		$330K Buy
+5,694
New +$331K 0.06% 231

Other funds holding RS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of Reliance Steel & Aluminium (RS) in Q2 2019, closing a stake of 119 shares — an estimated $11K sold.

Wealthspire Advisors (Maryland) first reported a position in RS in Q4 2015 and held it in 14 quarters. The position peaked at $446K in Q2 2016. 364 funds tracked by Wall St. Rank hold RS as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Reliance Steel & Aluminium position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 119 Reliance Steel & Aluminium shares in Q2 2019, an estimated $11K.
  • Wealthspire Advisors (Maryland) first reported a position in Reliance Steel & Aluminium in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Reliance Steel & Aluminium position peaked at $446K in Q2 2016.
  • 364 funds tracked by Wall St. Rank held Reliance Steel & Aluminium as of Q2 2019.

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