RIA
SRCL

Regal Investment Advisors’s Stericycle Inc SRCL Stock Holding History

Regal Investment Advisors’s Portfolio SRCL Stock Details SRCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-29,236
Closed -$1.72M – 374
2018
Q3 		$1.72M Buy
29,236
+4,666
+19% +$298K 0.36% 91
2018
Q2 		$1.6M Sell
24,570
-4,941
-17% -$307K 0.49% 63
2018
Q1 		$1.73M Sell
29,511
-798
-3% -$54K 0.38% 87
2017
Q4 		$2.06M Buy
+30,309
New +$2.06M 0.46% 73
2015
Q4 		– Sell
-1,000
Closed -$139K – 909
2015
Q3 		$139K Hold
1,000
– – 0.04% 303
2015
Q2 		$133K Hold
1,000
– – 0.04% 298
2015
Q1 		$140K Hold
1,000
– – 0.03% 291
2014
Q4 		$131K Sell
1,000
-1,200
-55% -$151K 0.04% 270
2014
Q3 		$256K Hold
2,200
– – 0.08% 204
2014
Q2 		$261K Hold
2,200
– – 0.09% 177
2014
Q1 		$250K Hold
2,200
– – 0.11% 165
2013
Q4 		$256K Buy
+2,200
New +$256K 0.15% 140

Other funds holding SRCL

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Regal Investment Advisors's SRCL Position: Q4 2018 in Review

Regal Investment Advisors sold out of Stericycle Inc (SRCL) in Q4 2018, closing a stake of 29,236 shares — an estimated $1.72M sold.

Regal Investment Advisors first reported a position in SRCL in Q4 2013 and held it in 12 quarters. The position peaked at $2.06M in Q4 2017. 377 funds tracked by Wall St. Rank hold SRCL as of Q4 2018.

  • Regal Investment Advisors reported no remaining Stericycle Inc position as of Q4 2018 after selling out during the quarter.
  • Regal Investment Advisors sold 29,236 Stericycle Inc shares in Q4 2018, an estimated $1.72M.
  • Regal Investment Advisors first reported a position in Stericycle Inc in Q4 2013 and held it in 12 quarters.
  • Regal Investment Advisors's Stericycle Inc position peaked at $2.06M in Q4 2017.
  • 377 funds tracked by Wall St. Rank held Stericycle Inc as of Q4 2018.

Based on Regal Investment Advisors's 13F filing for Q4 2018, filed 4 Feb 2019.