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Advisor Group’s El Pollo Loco LOCO Stock Holding History

Advisor Group’s Portfolio LOCO Stock Details LOCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-600
Closed -$8K – 5299
2019
Q1 		$8K Buy
600
+300
+100% +$4.53K ﹤0.01% 4477
2018
Q4 		$5K Hold
300
– – ﹤0.01% 4515
2018
Q3 		$4K Hold
300
– – ﹤0.01% 4664
2018
Q2 		$3K Hold
300
– – ﹤0.01% 4554
2018
Q1 		$3K Buy
300
+100
+50% +$992 ﹤0.01% 4582
2017
Q4 		$2K Hold
200
– – ﹤0.01% 4690
2017
Q3 		$2K Buy
+200
New +$2.46K ﹤0.01% 4551
2017
Q1 		– Sell
-2,000
Closed -$25K – 4747
2016
Q4 		$25K Hold
2,000
– – ﹤0.01% 3087
2016
Q3 		$25K Sell
2,000
-1,300
-39% -$17.4K ﹤0.01% 3016
2016
Q2 		$42K Buy
+3,300
New +$40.9K ﹤0.01% 2559

Other funds holding LOCO

TFM
Trimaran Fund Management New York $303M AUM 19.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
SI
Sapience Investments Newport Beach, California $772K AUM 24.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Advisor Group's LOCO Position: Q2 2019 in Review

Advisor Group sold out of El Pollo Loco (LOCO) in Q2 2019, closing a stake of 600 shares — an estimated $8K sold.

Advisor Group first reported a position in LOCO in Q2 2016 and held it in 10 quarters. The position peaked at $42K in Q2 2016. 111 funds tracked by Wall St. Rank hold LOCO as of Q2 2019.

  • Advisor Group reported no remaining El Pollo Loco position as of Q2 2019 after selling out during the quarter.
  • Advisor Group sold 600 El Pollo Loco shares in Q2 2019, an estimated $8K.
  • Advisor Group first reported a position in El Pollo Loco in Q2 2016 and held it in 10 quarters.
  • Advisor Group's El Pollo Loco position peaked at $42K in Q2 2016.
  • 111 funds tracked by Wall St. Rank held El Pollo Loco as of Q2 2019.

Based on Advisor Group's 13F filing for Q2 2019, filed 31 Jul 2019.