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Winch Advisory Services’s RBC Bearings RBC Stock Holding History

Winch Advisory Services’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
2019
Q3 		– Sell
-15
Closed -$3K – 414
2019
Q2 		$3K Buy
+15
New +$2.12K ﹤0.01% 322

Other funds holding RBC

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
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
WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Winch Advisory Services's RBC Position: Q3 2019 in Review

Winch Advisory Services sold out of RBC Bearings (RBC) in Q3 2019, closing a stake of 15 shares — an estimated $3K sold.

Winch Advisory Services first reported a position in RBC in Q2 2019 and held it in 1 quarter. The position peaked at $3K in Q2 2019. 228 funds tracked by Wall St. Rank hold RBC as of Q3 2019.

  • Winch Advisory Services reported no remaining RBC Bearings position as of Q3 2019 after selling out during the quarter.
  • Winch Advisory Services sold 15 RBC Bearings shares in Q3 2019, an estimated $3K.
  • Winch Advisory Services first reported a position in RBC Bearings in Q2 2019 and held it in 1 quarter.
  • Winch Advisory Services's RBC Bearings position peaked at $3K in Q2 2019.
  • 228 funds tracked by Wall St. Rank held RBC Bearings as of Q3 2019.

Based on Winch Advisory Services's 13F filing for Q3 2019, filed 13 Nov 2019.