RIA
DISCK

Regal Investment Advisors’s Discovery, Inc. Series C Common Stock DISCK Stock Holding History

Regal Investment Advisors’s Portfolio DISCK Stock Details DISCK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-59
Closed -$1K – 939
2015
Q3 		$1K Hold
59
– – ﹤0.01% 1012
2015
Q2 		$1K Buy
+59
New +$1.83K ﹤0.01% 906

Other funds holding DISCK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

Regal Investment Advisors sold out of Discovery, Inc. Series C Common Stock (DISCK) in Q4 2015, closing a stake of 59 shares — an estimated $1K sold.

Regal Investment Advisors first reported a position in DISCK in Q2 2015 and held it in 2 quarters. The position peaked at $1K in Q3 2015. 444 funds tracked by Wall St. Rank hold DISCK as of Q4 2015.

  • Regal Investment Advisors reported no remaining Discovery, Inc. Series C Common Stock position as of Q4 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 59 Discovery, Inc. Series C Common Stock shares in Q4 2015, an estimated $1K.
  • Regal Investment Advisors first reported a position in Discovery, Inc. Series C Common Stock in Q2 2015 and held it in 2 quarters.
  • Regal Investment Advisors's Discovery, Inc. Series C Common Stock position peaked at $1K in Q3 2015.
  • 444 funds tracked by Wall St. Rank held Discovery, Inc. Series C Common Stock as of Q4 2015.

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