RIA
CATM

Regal Investment Advisors’s Cardtronics plc Class A Ordinary Shares (UK) CATM Stock Holding History

Regal Investment Advisors’s Portfolio CATM Stock Details CATM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-9,782
Closed -$310K – 380
2018
Q3 		$310K Buy
+9,782
New +$301K 0.07% 236
2018
Q2 		– Sell
-9,077
Closed -$203K – 326
2018
Q1 		$203K Buy
+9,077
New +$216K 0.04% 300

Other funds holding CATM

HEC
Hudson Executive Capital New York $151M AUM 60.14% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Regal Investment Advisors sold out of Cardtronics plc Class A Ordinary Shares (UK) (CATM) in Q4 2018, closing a stake of 9,782 shares — an estimated $310K sold.

Regal Investment Advisors first reported a position in CATM in Q1 2018 and held it in 2 quarters. The position peaked at $310K in Q3 2018. 173 funds tracked by Wall St. Rank hold CATM as of Q4 2018.

  • Regal Investment Advisors reported no remaining Cardtronics plc Class A Ordinary Shares (UK) position as of Q4 2018 after selling out during the quarter.
  • Regal Investment Advisors sold 9,782 Cardtronics plc Class A Ordinary Shares (UK) shares in Q4 2018, an estimated $310K.
  • Regal Investment Advisors first reported a position in Cardtronics plc Class A Ordinary Shares (UK) in Q1 2018 and held it in 2 quarters.
  • Regal Investment Advisors's Cardtronics plc Class A Ordinary Shares (UK) position peaked at $310K in Q3 2018.
  • 173 funds tracked by Wall St. Rank held Cardtronics plc Class A Ordinary Shares (UK) as of Q4 2018.

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