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Personal Capital Advisors’s El Pollo Loco LOCO Stock Holding History

Personal Capital Advisors’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
2021
Q3 		– Sell
-14,915
Closed -$273K – 505
2021
Q2 		$273K Sell
14,915
-561,899
-97% -$9.62M ﹤0.01% 410
2021
Q1 		$9.3M Buy
576,814
+10,487
+2% +$200K 0.05% 164
2020
Q4 		$10.3M Buy
566,327
+18,056
+3% +$303K 0.07% 140
2020
Q3 		$8.88M Sell
548,271
-9,604
-2% -$158K 0.07% 137
2020
Q2 		$8.23M Buy
557,875
+15,222
+3% +$195K 0.07% 134
2020
Q1 		$4.6M Buy
542,653
+23,212
+4% +$295K 0.05% 162
2019
Q4 		$7.86M Buy
519,441
+96,250
+23% +$1.34M 0.07% 133
2019
Q3 		$4.64M Sell
423,191
-3,171
-0.7% -$33.5K 0.04% 149
2019
Q2 		$4.54M Buy
426,362
+46,428
+12% +$539K 0.05% 150
2019
Q1 		$4.94M Buy
379,934
+22,489
+6% +$339K 0.06% 138
2018
Q4 		$5.42M Sell
357,445
-2,955
-0.8% -$42.5K 0.07% 133
2018
Q3 		$4.52M Buy
360,400
+31,202
+9% +$380K 0.06% 138
2018
Q2 		$3.75M Buy
329,198
+67,705
+26% +$705K 0.05% 141
2018
Q1 		$2.48M Buy
261,493
+181,392
+226% +$1.8M 0.04% 150
2017
Q4 		$793K Buy
80,101
+5,450
+7% +$58.9K 0.01% 182
2017
Q3 		$907K Buy
74,651
+32,082
+75% +$395K 0.02% 170
2017
Q2 		$590K Buy
+42,569
New +$567K 0.01% 175

Other funds holding LOCO

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MC
MIG Capital Newport Beach, California $589M AUM 25.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
SI
Sapience Investments Newport Beach, California $772K AUM 24.07% 1-Year Est. Return

Personal Capital Advisors's LOCO Position: Q3 2021 in Review

Personal Capital Advisors sold out of El Pollo Loco (LOCO) in Q3 2021, closing a stake of 14,915 shares — an estimated $273K sold.

Personal Capital Advisors first reported a position in LOCO in Q2 2017 and held it in 17 quarters. The position peaked at $10.3M in Q4 2020. 108 funds tracked by Wall St. Rank hold LOCO as of Q3 2021.

  • Personal Capital Advisors reported no remaining El Pollo Loco position as of Q3 2021 after selling out during the quarter.
  • Personal Capital Advisors sold 14,915 El Pollo Loco shares in Q3 2021, an estimated $273K.
  • Personal Capital Advisors first reported a position in El Pollo Loco in Q2 2017 and held it in 17 quarters.
  • Personal Capital Advisors's El Pollo Loco position peaked at $10.3M in Q4 2020.
  • 108 funds tracked by Wall St. Rank held El Pollo Loco as of Q3 2021.

Based on Personal Capital Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.