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Regal Investment Advisors’s Waters Corp WAT Stock Holding History

Regal Investment Advisors’s Portfolio WAT Stock Details WAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-500
Closed -$59K – 879
2015
Q3 		$59K Hold
500
– – 0.02% 408
2015
Q2 		$64K Hold
500
– – 0.02% 389
2015
Q1 		$62K Hold
500
– – 0.02% 401
2014
Q4 		$56K Hold
500
– – 0.02% 381
2014
Q3 		$50K Hold
500
– – 0.02% 412
2014
Q2 		$52K Hold
500
– – 0.02% 382
2014
Q1 		$54K Hold
500
– – 0.02% 335
2013
Q4 		$50K Buy
+500
New +$50.4K 0.03% 290

Other funds holding WAT

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.43B AUM 18.44% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Regal Investment Advisors's WAT Position: Q4 2015 in Review

Regal Investment Advisors sold out of Waters Corp (WAT) in Q4 2015, closing a stake of 500 shares — an estimated $59K sold.

Regal Investment Advisors first reported a position in WAT in Q4 2013 and held it in 8 quarters. The position peaked at $64K in Q2 2015. 482 funds tracked by Wall St. Rank hold WAT as of Q4 2015.

  • Regal Investment Advisors reported no remaining Waters Corp position as of Q4 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 500 Waters Corp shares in Q4 2015, an estimated $59K.
  • Regal Investment Advisors first reported a position in Waters Corp in Q4 2013 and held it in 8 quarters.
  • Regal Investment Advisors's Waters Corp position peaked at $64K in Q2 2015.
  • 482 funds tracked by Wall St. Rank held Waters Corp as of Q4 2015.

Based on Regal Investment Advisors's 13F filing for Q4 2015, filed 8 Feb 2016.