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Regal Investment Advisors’s Onto Innovation ONTO Stock Holding History

Regal Investment Advisors’s Portfolio ONTO Stock Details ONTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-55
Closed -$1K – 1020
2014
Q4 		$1K Buy
+55
New +$817 ﹤0.01% 884
2014
Q2 		– Sell
-20
Closed – – 940
2014
Q1 		$0 Sell
20
-30
-60% -$545 ﹤0.01% 929
2013
Q4 		$1K Hold
50
– – ﹤0.01% 797
2013
Q3 		$1K Hold
50
– – ﹤0.01% 836
2013
Q2 		$1K Buy
+50
New +$722 ﹤0.01% 849

Other funds holding ONTO

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Regal Investment Advisors's ONTO Position: Q1 2015 in Review

Regal Investment Advisors sold out of Onto Innovation (ONTO) in Q1 2015, closing a stake of 55 shares — an estimated $1K sold.

Regal Investment Advisors first reported a position in ONTO in Q2 2013 and held it in 5 quarters. The position peaked at $1K in Q4 2014. 94 funds tracked by Wall St. Rank hold ONTO as of Q1 2015.

  • Regal Investment Advisors reported no remaining Onto Innovation position as of Q1 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 55 Onto Innovation shares in Q1 2015, an estimated $1K.
  • Regal Investment Advisors first reported a position in Onto Innovation in Q2 2013 and held it in 5 quarters.
  • Regal Investment Advisors's Onto Innovation position peaked at $1K in Q4 2014.
  • 94 funds tracked by Wall St. Rank held Onto Innovation as of Q1 2015.

Based on Regal Investment Advisors's 13F filing for Q1 2015, filed 30 Apr 2015.