WFG Advisors’s RBC Bearings RBC Stock Holding History

WFG Advisors’s Portfolio RBC Stock Details RBC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q2	–	Sell	-27	Closed	-$2K	–	1779
2015 Q1	$2K	Hold	27	–	–	﹤0.01%	1558
2014 Q4	$2K	Hold	27	–	–	﹤0.01%	1866
2014 Q3	$2K	Buy	+27	New	+$1.63K	﹤0.01%	1886

Other funds holding RBC

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

SCM

Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

WFG Advisors's RBC Position: Q2 2015 in Review

WFG Advisors sold out of RBC Bearings (RBC) in Q2 2015, closing a stake of 27 shares — an estimated $2K sold.

WFG Advisors first reported a position in RBC in Q3 2014 and held it in 3 quarters. The position peaked at $2K in Q1 2015. 147 funds tracked by Wall St. Rank hold RBC as of Q2 2015.

WFG Advisors reported no remaining RBC Bearings position as of Q2 2015 after selling out during the quarter.
WFG Advisors sold 27 RBC Bearings shares in Q2 2015, an estimated $2K.
WFG Advisors first reported a position in RBC Bearings in Q3 2014 and held it in 3 quarters.
WFG Advisors's RBC Bearings position peaked at $2K in Q1 2015.
147 funds tracked by Wall St. Rank held RBC Bearings as of Q2 2015.

Based on WFG Advisors's 13F filing for Q2 2015, filed 13 Aug 2015.