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Winch Advisory Services’s Reliance Steel & Aluminium RS Stock Holding History

Winch Advisory Services’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
2014
Q3 		– Sell
-2,151
Closed -$159K – 254
2014
Q2 		$159K Sell
2,151
-15
-0.7% -$1.08K 0.09% 79
2014
Q1 		$153K Buy
+2,166
New +$155K 0.1% 88

Other funds holding RS

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Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
SSM
Sound Shore Management Greenwich, Connecticut $3.25B AUM 28.47% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return

Winch Advisory Services's RS Position: Q3 2014 in Review

Winch Advisory Services sold out of Reliance Steel & Aluminium (RS) in Q3 2014, closing a stake of 2,151 shares — an estimated $159K sold.

Winch Advisory Services first reported a position in RS in Q1 2014 and held it in 2 quarters. The position peaked at $159K in Q2 2014. 265 funds tracked by Wall St. Rank hold RS as of Q3 2014.

  • Winch Advisory Services reported no remaining Reliance Steel & Aluminium position as of Q3 2014 after selling out during the quarter.
  • Winch Advisory Services sold 2,151 Reliance Steel & Aluminium shares in Q3 2014, an estimated $159K.
  • Winch Advisory Services first reported a position in Reliance Steel & Aluminium in Q1 2014 and held it in 2 quarters.
  • Winch Advisory Services's Reliance Steel & Aluminium position peaked at $159K in Q2 2014.
  • 265 funds tracked by Wall St. Rank held Reliance Steel & Aluminium as of Q3 2014.

Based on Winch Advisory Services's 13F filing for Q3 2014, filed 14 Nov 2014.