RWG
MINI

Regal Wealth Group’s Mobile Mini Inc MINI Stock Holding History

Regal Wealth Group’s Portfolio MINI Stock Details MINI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-51
Closed -$2K – 195
2016
Q3 		$2K Hold
51
– – ﹤0.01% 188
2016
Q2 		$2K Hold
51
– – ﹤0.01% 199
2016
Q1 		$2K Hold
51
– – ﹤0.01% 180
2015
Q4 		$2K Buy
+51
New +$1.72K ﹤0.01% 174

Other funds holding MINI

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

Regal Wealth Group sold out of Mobile Mini Inc (MINI) in Q4 2016, closing a stake of 51 shares — an estimated $2K sold.

Regal Wealth Group first reported a position in MINI in Q4 2015 and held it in 4 quarters. The position peaked at $2K in Q3 2016. 166 funds tracked by Wall St. Rank hold MINI as of Q4 2016.

  • Regal Wealth Group reported no remaining Mobile Mini Inc position as of Q4 2016 after selling out during the quarter.
  • Regal Wealth Group sold 51 Mobile Mini Inc shares in Q4 2016, an estimated $2K.
  • Regal Wealth Group first reported a position in Mobile Mini Inc in Q4 2015 and held it in 4 quarters.
  • Regal Wealth Group's Mobile Mini Inc position peaked at $2K in Q3 2016.
  • 166 funds tracked by Wall St. Rank held Mobile Mini Inc as of Q4 2016.

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