Regal Investment Advisors’s Ubiquiti UI Stock Holding History

Regal Investment Advisors’s Portfolio UI Stock Details UI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-31,664	Closed	-$2.25M	–	324
2017 Q4	$2.25M	Sell	31,664 -6,878	-18%	-$441K	0.5%	64
2017 Q3	$2.16M	Sell	38,542 -5,279	-12%	-$304K	0.5%	63
2017 Q2	$2.28M	Sell	43,821 -5,286	-11%	-$262K	0.56%	63
2017 Q1	$2.47M	Buy	+49,107	New	+$2.68M	0.64%	54
2015 Q1	–	Sell	-250	Closed	-$7K	–	1043
2014 Q4	$7K	Buy	+250	New	+$7.96K	﹤0.01%	699

Other funds holding UI

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

ACM

AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Regal Investment Advisors's UI Position: Q1 2018 in Review

Regal Investment Advisors sold out of Ubiquiti (UI) in Q1 2018, closing a stake of 31,664 shares — an estimated $2.25M sold.

Regal Investment Advisors first reported a position in UI in Q4 2014 and held it in 5 quarters. The position peaked at $2.47M in Q1 2017. 161 funds tracked by Wall St. Rank hold UI as of Q1 2018.

Regal Investment Advisors reported no remaining Ubiquiti position as of Q1 2018 after selling out during the quarter.
Regal Investment Advisors sold 31,664 Ubiquiti shares in Q1 2018, an estimated $2.25M.
Regal Investment Advisors first reported a position in Ubiquiti in Q4 2014 and held it in 5 quarters.
Regal Investment Advisors's Ubiquiti position peaked at $2.47M in Q1 2017.
161 funds tracked by Wall St. Rank held Ubiquiti as of Q1 2018.

Based on Regal Investment Advisors's 13F filing for Q1 2018, filed 25 Apr 2018.