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Regal Wealth Group’s Dorman Products DORM Stock Holding History

Regal Wealth Group’s Portfolio DORM Stock Details DORM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-32
Closed -$2K – 164
2016
Q3 		$2K Hold
32
– – ﹤0.01% 178
2016
Q2 		$2K Hold
32
– – ﹤0.01% 185
2016
Q1 		$2K Hold
32
– – ﹤0.01% 164
2015
Q4 		$2K Buy
+32
New +$1.56K ﹤0.01% 160

Other funds holding DORM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.28B AUM 47.19% 1-Year Est. Return

Regal Wealth Group's DORM Position: Q4 2016 in Review

Regal Wealth Group sold out of Dorman Products (DORM) in Q4 2016, closing a stake of 32 shares — an estimated $2K sold.

Regal Wealth Group first reported a position in DORM in Q4 2015 and held it in 4 quarters. The position peaked at $2K in Q3 2016. 233 funds tracked by Wall St. Rank hold DORM as of Q4 2016.

  • Regal Wealth Group reported no remaining Dorman Products position as of Q4 2016 after selling out during the quarter.
  • Regal Wealth Group sold 32 Dorman Products shares in Q4 2016, an estimated $2K.
  • Regal Wealth Group first reported a position in Dorman Products in Q4 2015 and held it in 4 quarters.
  • Regal Wealth Group's Dorman Products position peaked at $2K in Q3 2016.
  • 233 funds tracked by Wall St. Rank held Dorman Products as of Q4 2016.

Based on Regal Wealth Group's 13F filing for Q4 2016, filed 9 Aug 2017.