WealthTrust-Arizona’s Regal Rexnord RRX Stock Holding History

WealthTrust-Arizona’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
2018 Q4	$8K	Hold	112	–	–	﹤0.01%	414
2018 Q3	$9K	Hold	112	–	–	﹤0.01%	426
2018 Q2	$9K	Hold	112	–	–	﹤0.01%	417
2018 Q1	$8K	Hold	112	–	–	﹤0.01%	438
2017 Q4	$9K	Hold	112	–	–	﹤0.01%	418
2017 Q3	$9K	Hold	112	–	–	﹤0.01%	423
2017 Q2	$9K	Sell	112 -12	-10%	-$949	﹤0.01%	410
2017 Q1	$9K	Hold	124	–	–	﹤0.01%	408
2016 Q4	$9K	Hold	124	–	–	0.01%	401
2016 Q3	$7K	Hold	124	–	–	﹤0.01%	433
2016 Q2	$7K	Sell	124 -1	-0.8%	-$60	﹤0.01%	418
2016 Q1	$8K	Buy	125 +42	+51%	+$2.35K	0.01%	389
2015 Q4	$5K	Hold	83	–	–	﹤0.01%	490
2015 Q3	$5K	Buy	83 +3	+4%	+$201	﹤0.01%	478
2015 Q2	$6K	Buy	80 +1	+1%	+$77	﹤0.01%	477
2015 Q1	$6K	Hold	79	–	–	﹤0.01%	492
2014 Q4	$6K	Hold	79	–	–	0.01%	468
2014 Q3	$5K	Hold	79	–	–	0.01%	497
2014 Q2	$6K	Sell	79 -14	-15%	-$1.06K	0.01%	481
2014 Q1	$7K	Buy	+93	New	+$6.87K	0.01%	480

Other funds holding RRX

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LSV Asset Management

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

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

VOYA Investment Management

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return