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Regal Investment Advisors’s Gentherm THRM Stock Holding History

Regal Investment Advisors’s Portfolio THRM Stock Details THRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-870
Closed -$47K – 1106
2015
Q2 		$47K Buy
+870
New +$46.1K 0.01% 428
2014
Q4 		– Sell
-511
Closed -$22K – 995
2014
Q3 		$22K Sell
511
-81
-14% -$3.81K 0.01% 538
2014
Q2 		$26K Buy
+592
New +$23.3K 0.01% 501

Other funds holding THRM

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Regal Investment Advisors's THRM Position: Q3 2015 in Review

Regal Investment Advisors sold out of Gentherm (THRM) in Q3 2015, closing a stake of 870 shares — an estimated $47K sold.

Regal Investment Advisors first reported a position in THRM in Q2 2014 and held it in 3 quarters. The position peaked at $47K in Q2 2015. 214 funds tracked by Wall St. Rank hold THRM as of Q3 2015.

  • Regal Investment Advisors reported no remaining Gentherm position as of Q3 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 870 Gentherm shares in Q3 2015, an estimated $47K.
  • Regal Investment Advisors first reported a position in Gentherm in Q2 2014 and held it in 3 quarters.
  • Regal Investment Advisors's Gentherm position peaked at $47K in Q2 2015.
  • 214 funds tracked by Wall St. Rank held Gentherm as of Q3 2015.

Based on Regal Investment Advisors's 13F filing for Q3 2015, filed 12 Nov 2015.