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Regal Investment Advisors’s Wolfspeed WOLF Stock Holding History

Regal Investment Advisors’s Portfolio WOLF Stock Details WOLF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-80
Closed -$5K – 968
2013
Q3 		$5K Buy
80
+30
+60% +$1.91K ﹤0.01% 713
2013
Q2 		$3K Buy
+50
New +$2.93K ﹤0.01% 767

Other funds holding WOLF

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
FC
Fairpointe Capital Chicago, Illinois $66.3M AUM 101.32% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Regal Investment Advisors's WOLF Position: Q4 2013 in Review

Regal Investment Advisors sold out of Wolfspeed (WOLF) in Q4 2013, closing a stake of 80 shares — an estimated $5K sold.

Regal Investment Advisors first reported a position in WOLF in Q2 2013 and held it in 2 quarters. The position peaked at $5K in Q3 2013. 383 funds tracked by Wall St. Rank hold WOLF as of Q4 2013.

  • Regal Investment Advisors reported no remaining Wolfspeed position as of Q4 2013 after selling out during the quarter.
  • Regal Investment Advisors sold 80 Wolfspeed shares in Q4 2013, an estimated $5K.
  • Regal Investment Advisors first reported a position in Wolfspeed in Q2 2013 and held it in 2 quarters.
  • Regal Investment Advisors's Wolfspeed position peaked at $5K in Q3 2013.
  • 383 funds tracked by Wall St. Rank held Wolfspeed as of Q4 2013.

Based on Regal Investment Advisors's 13F filing for Q4 2013, filed 6 Feb 2014.