RIA
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Regal Investment Advisors’s Ericsson ERIC Stock Holding History

Regal Investment Advisors’s Portfolio ERIC Stock Details ERIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-30,443
Closed -$203K – 314
2017
Q4 		$203K Buy
30,443
+4,172
+16% +$26K 0.05% 276
2017
Q3 		$151K Buy
26,271
+14,397
+121% +$89K 0.04% 271
2017
Q2 		$85K Buy
+11,874
New +$80.5K 0.02% 255

Other funds holding ERIC

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Regal Investment Advisors's ERIC Position: Q1 2018 in Review

Regal Investment Advisors sold out of Ericsson (ERIC) in Q1 2018, closing a stake of 30,443 shares — an estimated $203K sold.

Regal Investment Advisors first reported a position in ERIC in Q2 2017 and held it in 3 quarters. The position peaked at $203K in Q4 2017. 184 funds tracked by Wall St. Rank hold ERIC as of Q1 2018.

  • Regal Investment Advisors reported no remaining Ericsson position as of Q1 2018 after selling out during the quarter.
  • Regal Investment Advisors sold 30,443 Ericsson shares in Q1 2018, an estimated $203K.
  • Regal Investment Advisors first reported a position in Ericsson in Q2 2017 and held it in 3 quarters.
  • Regal Investment Advisors's Ericsson position peaked at $203K in Q4 2017.
  • 184 funds tracked by Wall St. Rank held Ericsson as of Q1 2018.

Based on Regal Investment Advisors's 13F filing for Q1 2018, filed 25 Apr 2018.