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Regal Investment Advisors’s Lincoln Electric LECO Stock Holding History

Regal Investment Advisors’s Portfolio LECO Stock Details LECO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-218
Closed -$16K – 917
2013
Q4 		$16K Buy
+218
New +$15.3K 0.01% 506

Other funds holding LECO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Regal Investment Advisors's LECO Position: Q1 2014 in Review

Regal Investment Advisors sold out of Lincoln Electric (LECO) in Q1 2014, closing a stake of 218 shares — an estimated $16K sold.

Regal Investment Advisors first reported a position in LECO in Q4 2013 and held it in 1 quarter. The position peaked at $16K in Q4 2013. 286 funds tracked by Wall St. Rank hold LECO as of Q1 2014.

  • Regal Investment Advisors reported no remaining Lincoln Electric position as of Q1 2014 after selling out during the quarter.
  • Regal Investment Advisors sold 218 Lincoln Electric shares in Q1 2014, an estimated $16K.
  • Regal Investment Advisors first reported a position in Lincoln Electric in Q4 2013 and held it in 1 quarter.
  • Regal Investment Advisors's Lincoln Electric position peaked at $16K in Q4 2013.
  • 286 funds tracked by Wall St. Rank held Lincoln Electric as of Q1 2014.

Based on Regal Investment Advisors's 13F filing for Q1 2014, filed 18 Apr 2014.