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Regal Investment Advisors’s Ametek AME Stock Holding History

Regal Investment Advisors’s Portfolio AME Stock Details AME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-1,370
Closed -$71K – 287
2015
Q3 		$71K Hold
1,370
– – 0.02% 392
2015
Q2 		$75K Hold
1,370
– – 0.02% 373
2015
Q1 		$72K Hold
1,370
– – 0.02% 388
2014
Q4 		$72K Buy
1,370
+20
+1% +$1.02K 0.02% 353
2014
Q3 		$68K Hold
1,350
– – 0.02% 360
2014
Q2 		$71K Hold
1,350
– – 0.03% 326
2014
Q1 		$70K Hold
1,350
– – 0.03% 308
2013
Q4 		$71K Buy
1,350
+965
+251% +$46.6K 0.04% 246
2013
Q3 		$18K Buy
385
+20
+5% +$901 0.01% 489
2013
Q2 		$15K Buy
+365
New +$15.2K 0.01% 504

Other funds holding AME

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
SA
SQ Advisors Naples, Florida $1.32B AUM 10.3% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Regal Investment Advisors sold out of Ametek (AME) in Q4 2015, closing a stake of 1,370 shares — an estimated $71K sold.

Regal Investment Advisors first reported a position in AME in Q2 2013 and held it in 10 quarters. The position peaked at $75K in Q2 2015. 423 funds tracked by Wall St. Rank hold AME as of Q4 2015.

  • Regal Investment Advisors reported no remaining Ametek position as of Q4 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 1,370 Ametek shares in Q4 2015, an estimated $71K.
  • Regal Investment Advisors first reported a position in Ametek in Q2 2013 and held it in 10 quarters.
  • Regal Investment Advisors's Ametek position peaked at $75K in Q2 2015.
  • 423 funds tracked by Wall St. Rank held Ametek as of Q4 2015.

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