RIA
WCC

Regal Investment Advisors’s WESCO International WCC Stock Holding History

Regal Investment Advisors’s Portfolio WCC Stock Details WCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-39,870
Closed -$2.77M – 277
2017
Q1 		$2.77M Sell
39,870
-17,507
-31% -$1.23M 0.72% 44
2016
Q4 		$3.82M Sell
57,377
-4,198
-7% -$267K 1.06% 19
2016
Q3 		$3.79M Sell
61,575
-5,525
-8% -$317K 1.07% 20
2016
Q2 		$3.46M Sell
67,100
-7,056
-10% -$397K 0.95% 26
2016
Q1 		$4.05M Buy
+74,156
New +$3.3M 1.1% 18

Other funds holding WCC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Regal Investment Advisors's WCC Position: Q2 2017 in Review

Regal Investment Advisors sold out of WESCO International (WCC) in Q2 2017, closing a stake of 39,870 shares — an estimated $2.77M sold.

Regal Investment Advisors first reported a position in WCC in Q1 2016 and held it in 5 quarters. The position peaked at $4.05M in Q1 2016. 225 funds tracked by Wall St. Rank hold WCC as of Q2 2017.

  • Regal Investment Advisors reported no remaining WESCO International position as of Q2 2017 after selling out during the quarter.
  • Regal Investment Advisors sold 39,870 WESCO International shares in Q2 2017, an estimated $2.77M.
  • Regal Investment Advisors first reported a position in WESCO International in Q1 2016 and held it in 5 quarters.
  • Regal Investment Advisors's WESCO International position peaked at $4.05M in Q1 2016.
  • 225 funds tracked by Wall St. Rank held WESCO International as of Q2 2017.

Based on Regal Investment Advisors's 13F filing for Q2 2017, filed 10 Aug 2017.