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Regal Investment Advisors’s CDW CDW Stock Holding History

Regal Investment Advisors’s Portfolio CDW Stock Details CDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-1,059
Closed -$36K – 1044
2015
Q2 		$36K Buy
1,059
+122
+13% +$4.55K 0.01% 469
2015
Q1 		$35K Buy
+937
New +$34.1K 0.01% 473

Other funds holding CDW

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PEP
Providence Equity Partners Providence, Rhode Island $565M AUM 37.52% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return

Regal Investment Advisors's CDW Position: Q3 2015 in Review

Regal Investment Advisors sold out of CDW (CDW) in Q3 2015, closing a stake of 1,059 shares — an estimated $36K sold.

Regal Investment Advisors first reported a position in CDW in Q1 2015 and held it in 2 quarters. The position peaked at $36K in Q2 2015. 279 funds tracked by Wall St. Rank hold CDW as of Q3 2015.

  • Regal Investment Advisors reported no remaining CDW position as of Q3 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 1,059 CDW shares in Q3 2015, an estimated $36K.
  • Regal Investment Advisors first reported a position in CDW in Q1 2015 and held it in 2 quarters.
  • Regal Investment Advisors's CDW position peaked at $36K in Q2 2015.
  • 279 funds tracked by Wall St. Rank held CDW as of Q3 2015.

Based on Regal Investment Advisors's 13F filing for Q3 2015, filed 12 Nov 2015.