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Regal Investment Advisors’s West Pharmaceutical WST Stock Holding History

Regal Investment Advisors’s Portfolio WST Stock Details WST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-409
Closed -$20K – 944
2013
Q4 		$20K Buy
+409
New +$19.1K 0.01% 454

Other funds holding WST

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Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
KI
Kalmar Investments Greenville, Delaware $443M AUM 23.5% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.81B AUM 83.9% 1-Year Est. Return

Regal Investment Advisors's WST Position: Q1 2014 in Review

Regal Investment Advisors sold out of West Pharmaceutical (WST) in Q1 2014, closing a stake of 409 shares — an estimated $20K sold.

Regal Investment Advisors first reported a position in WST in Q4 2013 and held it in 1 quarter. The position peaked at $20K in Q4 2013. 226 funds tracked by Wall St. Rank hold WST as of Q1 2014.

  • Regal Investment Advisors reported no remaining West Pharmaceutical position as of Q1 2014 after selling out during the quarter.
  • Regal Investment Advisors sold 409 West Pharmaceutical shares in Q1 2014, an estimated $20K.
  • Regal Investment Advisors first reported a position in West Pharmaceutical in Q4 2013 and held it in 1 quarter.
  • Regal Investment Advisors's West Pharmaceutical position peaked at $20K in Q4 2013.
  • 226 funds tracked by Wall St. Rank held West Pharmaceutical as of Q1 2014.

Based on Regal Investment Advisors's 13F filing for Q1 2014, filed 18 Apr 2014.