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Regal Investment Advisors’s Autodesk ADSK Stock Holding History

Regal Investment Advisors’s Portfolio ADSK Stock Details ADSK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-50
Closed -$2K – 274
2015
Q3 		$2K Hold
50
– – ﹤0.01% 922
2015
Q2 		$2K Hold
50
– – ﹤0.01% 830
2015
Q1 		$3K Hold
50
– – ﹤0.01% 862
2014
Q4 		$3K Hold
50
– – ﹤0.01% 795
2014
Q3 		$3K Hold
50
– – ﹤0.01% 837
2014
Q2 		$3K Hold
50
– – ﹤0.01% 804
2014
Q1 		$2K Hold
50
– – ﹤0.01% 815
2013
Q4 		$3K Hold
50
– – ﹤0.01% 719
2013
Q3 		$2K Hold
50
– – ﹤0.01% 784
2013
Q2 		$2K Buy
+50
New +$1.86K ﹤0.01% 781

Other funds holding ADSK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.82B AUM 73.38% 1-Year Est. Return
SCP
Soroban Capital Partners New York $47.8B AUM 11.8% 1-Year Est. Return
BRC
Blue Ridge Capital New York $215M AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Regal Investment Advisors's ADSK Position: Q4 2015 in Review

Regal Investment Advisors sold out of Autodesk (ADSK) in Q4 2015, closing a stake of 50 shares — an estimated $2K sold.

Regal Investment Advisors first reported a position in ADSK in Q2 2013 and held it in 10 quarters. The position peaked at $3K in Q1 2015. 445 funds tracked by Wall St. Rank hold ADSK as of Q4 2015.

  • Regal Investment Advisors reported no remaining Autodesk position as of Q4 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 50 Autodesk shares in Q4 2015, an estimated $2K.
  • Regal Investment Advisors first reported a position in Autodesk in Q2 2013 and held it in 10 quarters.
  • Regal Investment Advisors's Autodesk position peaked at $3K in Q1 2015.
  • 445 funds tracked by Wall St. Rank held Autodesk as of Q4 2015.

Based on Regal Investment Advisors's 13F filing for Q4 2015, filed 8 Feb 2016.