RIA
ESL

Regal Investment Advisors’s Esterline Technologies ESL Stock Holding History

Regal Investment Advisors’s Portfolio ESL Stock Details ESL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-50
Closed -$6K – 1049
2015
Q1 		$6K Hold
50
– – ﹤0.01% 795
2014
Q4 		$5K Hold
50
– – ﹤0.01% 762
2014
Q3 		$6K Sell
50
-14
-22% -$1.59K ﹤0.01% 780
2014
Q2 		$7K Sell
64
-18,368
-100% -$2.03M ﹤0.01% 734
2014
Q1 		$1.96M Buy
+18,432
New +$1.94M 0.83% 41

Other funds holding ESL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RI
Relational Investors San Diego, California $840M AUM 0.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MC
MSD Capital New York $87.3M AUM 21.75% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Regal Investment Advisors's ESL Position: Q2 2015 in Review

Regal Investment Advisors sold out of Esterline Technologies (ESL) in Q2 2015, closing a stake of 50 shares — an estimated $6K sold.

Regal Investment Advisors first reported a position in ESL in Q1 2014 and held it in 5 quarters. The position peaked at $1.96M in Q1 2014. 214 funds tracked by Wall St. Rank hold ESL as of Q2 2015.

  • Regal Investment Advisors reported no remaining Esterline Technologies position as of Q2 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 50 Esterline Technologies shares in Q2 2015, an estimated $6K.
  • Regal Investment Advisors first reported a position in Esterline Technologies in Q1 2014 and held it in 5 quarters.
  • Regal Investment Advisors's Esterline Technologies position peaked at $1.96M in Q1 2014.
  • 214 funds tracked by Wall St. Rank held Esterline Technologies as of Q2 2015.

Based on Regal Investment Advisors's 13F filing for Q2 2015, filed 23 Jul 2015.