RIA
ADT

Regal Investment Advisors’s ADT Corp ADT Stock Holding History

Regal Investment Advisors’s Portfolio ADT Stock Details ADT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-629
Closed -$18K – 1049
2015
Q3 		$18K Buy
629
+1
+0.2% +$32 ﹤0.01% 583
2015
Q2 		$21K Buy
628
+5
+0.8% +$190 0.01% 554
2015
Q1 		$26K Buy
623
+15
+2% +$563 0.01% 532
2014
Q4 		$22K Buy
608
+600
+7,500% +$20.6K 0.01% 519
2014
Q3 		$0 Sell
8
-12
-60% -$425 ﹤0.01% 1005
2014
Q2 		$1K Hold
20
– – ﹤0.01% 893
2014
Q1 		$1K Hold
20
– – ﹤0.01% 880
2013
Q4 		$1K Hold
20
– – ﹤0.01% 812
2013
Q3 		$1K Hold
20
– – ﹤0.01% 856
2013
Q2 		$1K Buy
+20
New +$850 ﹤0.01% 871

Other funds holding ADT

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Regal Investment Advisors sold out of ADT Corp (ADT) in Q4 2015, closing a stake of 629 shares — an estimated $18K sold.

Regal Investment Advisors first reported a position in ADT in Q2 2013 and held it in 10 quarters. The position peaked at $26K in Q1 2015. 472 funds tracked by Wall St. Rank hold ADT as of Q4 2015.

  • Regal Investment Advisors reported no remaining ADT Corp position as of Q4 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 629 ADT Corp shares in Q4 2015, an estimated $18K.
  • Regal Investment Advisors first reported a position in ADT Corp in Q2 2013 and held it in 10 quarters.
  • Regal Investment Advisors's ADT Corp position peaked at $26K in Q1 2015.
  • 472 funds tracked by Wall St. Rank held ADT Corp as of Q4 2015.

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