FPCM
TACO

Financial Partners Capital Management’s Del Taco Restaurants, Inc. Common Stock TACO Stock Holding History

Financial Partners Capital Management’s Portfolio TACO Stock Details TACO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-47,000
Closed -$385K – 116
2020
Q3 		$385K Buy
+47,000
New +$365K 0.1% 80

Other funds holding TACO

BM
Belfer Management New York $6.03M AUM 13.97% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Financial Partners Capital Management's TACO Position: Q4 2020 in Review

Financial Partners Capital Management sold out of Del Taco Restaurants, Inc. Common Stock (TACO) in Q4 2020, closing a stake of 47,000 shares — an estimated $385K sold.

Financial Partners Capital Management first reported a position in TACO in Q3 2020 and held it in 1 quarter. The position peaked at $385K in Q3 2020. 106 funds tracked by Wall St. Rank hold TACO as of Q4 2020.

  • Financial Partners Capital Management reported no remaining Del Taco Restaurants, Inc. Common Stock position as of Q4 2020 after selling out during the quarter.
  • Financial Partners Capital Management sold 47,000 Del Taco Restaurants, Inc. Common Stock shares in Q4 2020, an estimated $385K.
  • Financial Partners Capital Management first reported a position in Del Taco Restaurants, Inc. Common Stock in Q3 2020 and held it in 1 quarter.
  • Financial Partners Capital Management's Del Taco Restaurants, Inc. Common Stock position peaked at $385K in Q3 2020.
  • 106 funds tracked by Wall St. Rank held Del Taco Restaurants, Inc. Common Stock as of Q4 2020.

Based on Financial Partners Capital Management's 13F filing for Q4 2020, filed 28 Feb 2023.