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Capital Planning Advisors’s Regeneron Pharmaceuticals REGN Stock Holding History

Capital Planning Advisors’s Portfolio REGN Stock Details REGN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-540
Closed -$241K – 126
2017
Q3 		$241K Sell
540
-42
-7% -$20K 0.09% 119
2017
Q2 		$286K Buy
582
+12
+2% +$5.25K 0.13% 101
2017
Q1 		$221K Buy
+570
New +$211K 0.11% 121

Other funds holding REGN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

Capital Planning Advisors's REGN Position: Q4 2017 in Review

Capital Planning Advisors sold out of Regeneron Pharmaceuticals (REGN) in Q4 2017, closing a stake of 540 shares — an estimated $241K sold.

Capital Planning Advisors first reported a position in REGN in Q1 2017 and held it in 3 quarters. The position peaked at $286K in Q2 2017. 638 funds tracked by Wall St. Rank hold REGN as of Q4 2017.

  • Capital Planning Advisors reported no remaining Regeneron Pharmaceuticals position as of Q4 2017 after selling out during the quarter.
  • Capital Planning Advisors sold 540 Regeneron Pharmaceuticals shares in Q4 2017, an estimated $241K.
  • Capital Planning Advisors first reported a position in Regeneron Pharmaceuticals in Q1 2017 and held it in 3 quarters.
  • Capital Planning Advisors's Regeneron Pharmaceuticals position peaked at $286K in Q2 2017.
  • 638 funds tracked by Wall St. Rank held Regeneron Pharmaceuticals as of Q4 2017.

Based on Capital Planning Advisors's 13F filing for Q4 2017, filed 8 Feb 2018.