WA
RRX icon

Winfield Associates’s Regal Rexnord RRX Stock Holding History

Winfield Associates’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
Q1 		– Sell
-10
Closed -$1K – 532
2017
Q4 		$1K Sell
10
-35
-78% -$2.72K ﹤0.01% 781
2017
Q3 		$4K Hold
45
– – ﹤0.01% 534
2017
Q2 		$4K Buy
45
+35
+350% +$2.77K ﹤0.01% 587
2017
Q1 		$1K Hold
10
– – ﹤0.01% 695
2016
Q4 		$1K Buy
10
+5
+100% +$331 ﹤0.01% 660
2016
Q3 		$0 Hold
5
– – ﹤0.01% 726
2016
Q2 		$0 Buy
+5
New +$301 ﹤0.01% 757

Other funds holding RRX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Winfield Associates's RRX Position: Q1 2018 in Review

Winfield Associates sold out of Regal Rexnord (RRX) in Q1 2018, closing a stake of 10 shares — an estimated $1K sold.

Winfield Associates first reported a position in RRX in Q2 2016 and held it in 7 quarters. The position peaked at $4K in Q3 2017. 276 funds tracked by Wall St. Rank hold RRX as of Q1 2018.

  • Winfield Associates reported no remaining Regal Rexnord position as of Q1 2018 after selling out during the quarter.
  • Winfield Associates sold 10 Regal Rexnord shares in Q1 2018, an estimated $1K.
  • Winfield Associates first reported a position in Regal Rexnord in Q2 2016 and held it in 7 quarters.
  • Winfield Associates's Regal Rexnord position peaked at $4K in Q3 2017.
  • 276 funds tracked by Wall St. Rank held Regal Rexnord as of Q1 2018.

Based on Winfield Associates's 13F filing for Q1 2018, filed 10 May 2018.