RIA
AVX

Regal Investment Advisors’s AVX Corporation AVX Stock Holding History

Regal Investment Advisors’s Portfolio AVX Stock Details AVX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-118,728
Closed -$2.14M – 383
2018
Q3 		$2.14M Buy
118,728
+18,054
+18% +$348K 0.45% 68
2018
Q2 		$1.58M Buy
+100,674
New +$1.6M 0.48% 67

Other funds holding AVX

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 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 $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Regal Investment Advisors's AVX Position: Q4 2018 in Review

Regal Investment Advisors sold out of AVX Corporation (AVX) in Q4 2018, closing a stake of 118,728 shares — an estimated $2.14M sold.

Regal Investment Advisors first reported a position in AVX in Q2 2018 and held it in 2 quarters. The position peaked at $2.14M in Q3 2018. 160 funds tracked by Wall St. Rank hold AVX as of Q4 2018.

  • Regal Investment Advisors reported no remaining AVX Corporation position as of Q4 2018 after selling out during the quarter.
  • Regal Investment Advisors sold 118,728 AVX Corporation shares in Q4 2018, an estimated $2.14M.
  • Regal Investment Advisors first reported a position in AVX Corporation in Q2 2018 and held it in 2 quarters.
  • Regal Investment Advisors's AVX Corporation position peaked at $2.14M in Q3 2018.
  • 160 funds tracked by Wall St. Rank held AVX Corporation as of Q4 2018.

Based on Regal Investment Advisors's 13F filing for Q4 2018, filed 4 Feb 2019.