RIA
WBC

Regal Investment Advisors’s WABCO HOLDINGS INC. WBC Stock Holding History

Regal Investment Advisors’s Portfolio WBC Stock Details WBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-2,213
Closed -$272K – 1046
2015
Q1 		$272K Buy
2,213
+139
+7% +$15.1K 0.07% 212
2014
Q4 		$217K Buy
+2,074
New +$205K 0.06% 217

Other funds holding WBC

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
PCM
Pennant Capital Management Summit, New Jersey $212M AUM 19.37% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Regal Investment Advisors's WBC Position: Q2 2015 in Review

Regal Investment Advisors sold out of WABCO HOLDINGS INC. (WBC) in Q2 2015, closing a stake of 2,213 shares — an estimated $272K sold.

Regal Investment Advisors first reported a position in WBC in Q4 2014 and held it in 2 quarters. The position peaked at $272K in Q1 2015. 310 funds tracked by Wall St. Rank hold WBC as of Q2 2015.

  • Regal Investment Advisors reported no remaining WABCO HOLDINGS INC. position as of Q2 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 2,213 WABCO HOLDINGS INC. shares in Q2 2015, an estimated $272K.
  • Regal Investment Advisors first reported a position in WABCO HOLDINGS INC. in Q4 2014 and held it in 2 quarters.
  • Regal Investment Advisors's WABCO HOLDINGS INC. position peaked at $272K in Q1 2015.
  • 310 funds tracked by Wall St. Rank held WABCO HOLDINGS INC. as of Q2 2015.

Based on Regal Investment Advisors's 13F filing for Q2 2015, filed 23 Jul 2015.