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Regal Investment Advisors’s Dover DOV Stock Holding History

Regal Investment Advisors’s Portfolio DOV Stock Details DOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-6,497
Closed -$321K – 256
2015
Q4 		$321K Hold
6,497
– – 0.08% 191
2015
Q3 		$300K Buy
6,497
+4,177
+180% +$212K 0.08% 191
2015
Q2 		$131K Buy
2,320
+452
+24% +$26.9K 0.04% 300
2015
Q1 		$104K Hold
1,868
– – 0.03% 333
2014
Q4 		$108K Buy
1,868
+917
+96% +$56.9K 0.03% 293
2014
Q3 		$62K Buy
+951
New +$66.9K 0.02% 384

Other funds holding DOV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Regal Investment Advisors's DOV Position: Q1 2016 in Review

Regal Investment Advisors sold out of Dover (DOV) in Q1 2016, closing a stake of 6,497 shares — an estimated $321K sold.

Regal Investment Advisors first reported a position in DOV in Q3 2014 and held it in 6 quarters. The position peaked at $321K in Q4 2015. 573 funds tracked by Wall St. Rank hold DOV as of Q1 2016.

  • Regal Investment Advisors reported no remaining Dover position as of Q1 2016 after selling out during the quarter.
  • Regal Investment Advisors sold 6,497 Dover shares in Q1 2016, an estimated $321K.
  • Regal Investment Advisors first reported a position in Dover in Q3 2014 and held it in 6 quarters.
  • Regal Investment Advisors's Dover position peaked at $321K in Q4 2015.
  • 573 funds tracked by Wall St. Rank held Dover as of Q1 2016.

Based on Regal Investment Advisors's 13F filing for Q1 2016, filed 16 May 2016.