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Regal Investment Advisors’s Cognex CGNX Stock Holding History

Regal Investment Advisors’s Portfolio CGNX Stock Details CGNX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-308
Closed -$5K – 364
2015
Q3 		$5K Buy
+308
New +$6.12K ﹤0.01% 796

Other funds holding CGNX

BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 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
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

Regal Investment Advisors sold out of Cognex (CGNX) in Q4 2015, closing a stake of 308 shares — an estimated $5K sold.

Regal Investment Advisors first reported a position in CGNX in Q3 2015 and held it in 1 quarter. The position peaked at $5K in Q3 2015. 252 funds tracked by Wall St. Rank hold CGNX as of Q4 2015.

  • Regal Investment Advisors reported no remaining Cognex position as of Q4 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 308 Cognex shares in Q4 2015, an estimated $5K.
  • Regal Investment Advisors first reported a position in Cognex in Q3 2015 and held it in 1 quarter.
  • Regal Investment Advisors's Cognex position peaked at $5K in Q3 2015.
  • 252 funds tracked by Wall St. Rank held Cognex as of Q4 2015.

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