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Safeguard Investment Advisory Group’s El Pollo Loco LOCO Stock Holding History

Safeguard Investment Advisory Group’s Portfolio LOCO Stock Details LOCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-97
Closed -$1K – 437
2020
Q4 		$1K Buy
+97
New +$1.63K ﹤0.01% 680

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ICOM
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N
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PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
State Street
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AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Safeguard Investment Advisory Group's LOCO Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of El Pollo Loco (LOCO) in Q1 2021, closing a stake of 97 shares — an estimated $1K sold.

Safeguard Investment Advisory Group first reported a position in LOCO in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 112 funds tracked by Wall St. Rank hold LOCO as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining El Pollo Loco position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 97 El Pollo Loco shares in Q1 2021, an estimated $1K.
  • Safeguard Investment Advisory Group first reported a position in El Pollo Loco in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's El Pollo Loco position peaked at $1K in Q4 2020.
  • 112 funds tracked by Wall St. Rank held El Pollo Loco as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.