Regal Investment Advisors’s ARM HOLDINGS PLC ADS ARMH Stock Holding History

Regal Investment Advisors’s Portfolio ARMH Stock Details ARMH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-350	Closed	-$15K	–	1117
2015 Q3	$15K	Hold	350	–	–	﹤0.01%	622
2015 Q2	$17K	Hold	350	–	–	﹤0.01%	584
2015 Q1	$17K	Hold	350	–	–	﹤0.01%	594
2014 Q4	$16K	Hold	350	–	–	﹤0.01%	578
2014 Q3	$15K	Hold	350	–	–	﹤0.01%	618
2014 Q2	$16K	Sell	350 -50	-13%	-$2.32K	0.01%	590
2014 Q1	$20K	Sell	400 -599	-60%	-$29.1K	0.01%	516
2013 Q4	$55K	Buy	999 +599	+150%	+$29.2K	0.03%	280
2013 Q3	$19K	Hold	400	–	–	0.01%	488
2013 Q2	$14K	Buy	+400	New	+$17.2K	0.01%	532

Other funds holding ARMH

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SGA

Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Regal Investment Advisors sold out of ARM HOLDINGS PLC ADS (ARMH) in Q4 2015, closing a stake of 350 shares — an estimated $15K sold.

Regal Investment Advisors first reported a position in ARMH in Q2 2013 and held it in 10 quarters. The position peaked at $55K in Q4 2013. 253 funds tracked by Wall St. Rank hold ARMH as of Q4 2015.

Regal Investment Advisors reported no remaining ARM HOLDINGS PLC ADS position as of Q4 2015 after selling out during the quarter.
Regal Investment Advisors sold 350 ARM HOLDINGS PLC ADS shares in Q4 2015, an estimated $15K.
Regal Investment Advisors first reported a position in ARM HOLDINGS PLC ADS in Q2 2013 and held it in 10 quarters.
Regal Investment Advisors's ARM HOLDINGS PLC ADS position peaked at $55K in Q4 2013.
253 funds tracked by Wall St. Rank held ARM HOLDINGS PLC ADS as of Q4 2015.

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