WFG Advisors’s Regal Rexnord RRX Stock Holding History

WFG Advisors’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
2017 Q2	$101K	Hold	1,242	–	–	0.02%	525
2017 Q1	$94K	Hold	1,242	–	–	0.03%	495
2016 Q4	$86K	Hold	1,242	–	–	0.02%	570
2016 Q3	$74K	Hold	1,242	–	–	0.02%	610
2016 Q2	$68K	Buy	+1,242	New	+$74.7K	0.02%	610

Other funds holding RRX

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

WFG Advisors's RRX Position: Q2 2017 in Review

WFG Advisors held its Regal Rexnord (RRX) position steady in Q2 2017 at 1,242 shares worth $101K. The position accounts for 0.02% of the portfolio, ranked #525.

WFG Advisors first reported a position in RRX in Q2 2016 and has held it in 5 quarters since. 253 funds tracked by Wall St. Rank hold RRX as of Q2 2017.

WFG Advisors held 1,242 shares of Regal Rexnord worth $101K as of Q2 2017.
WFG Advisors left its Regal Rexnord share count unchanged in Q2 2017.
Regal Rexnord made up 0.02% of WFG Advisors's portfolio in Q2 2017, its #525 holding.
WFG Advisors first reported a position in Regal Rexnord in Q2 2016 and has held it in 5 quarters since.
253 funds tracked by Wall St. Rank held Regal Rexnord as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.