RIA
WAB icon

Regal Investment Advisors’s Wabtec WAB Stock Holding History

Regal Investment Advisors’s Portfolio WAB Stock Details WAB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-413
Closed -$32K – 954
2014
Q1 		$32K Buy
413
+83
+25% +$6.34K 0.01% 430
2013
Q4 		$25K Buy
+330
New +$22.2K 0.01% 410

Other funds holding WAB

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TCM
Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Regal Investment Advisors's WAB Position: Q2 2014 in Review

Regal Investment Advisors sold out of Wabtec (WAB) in Q2 2014, closing a stake of 413 shares — an estimated $32K sold.

Regal Investment Advisors first reported a position in WAB in Q4 2013 and held it in 2 quarters. The position peaked at $32K in Q1 2014. 362 funds tracked by Wall St. Rank hold WAB as of Q2 2014.

  • Regal Investment Advisors reported no remaining Wabtec position as of Q2 2014 after selling out during the quarter.
  • Regal Investment Advisors sold 413 Wabtec shares in Q2 2014, an estimated $32K.
  • Regal Investment Advisors first reported a position in Wabtec in Q4 2013 and held it in 2 quarters.
  • Regal Investment Advisors's Wabtec position peaked at $32K in Q1 2014.
  • 362 funds tracked by Wall St. Rank held Wabtec as of Q2 2014.

Based on Regal Investment Advisors's 13F filing for Q2 2014, filed 4 Aug 2014.