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Regal Investment Advisors’s Acuity Brands AYI Stock Holding History

Regal Investment Advisors’s Portfolio AYI Stock Details AYI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-50
Closed -$8K – 310
2015
Q3 		$8K Hold
50
– – ﹤0.01% 732
2015
Q2 		$8K Hold
50
– – ﹤0.01% 683
2015
Q1 		$8K Buy
+50
New +$7.84K ﹤0.01% 719
2014
Q4 		– Sell
-430
Closed -$51K – 918
2014
Q3 		$51K Buy
430
+10
+2% +$1.18K 0.02% 407
2014
Q2 		$58K Buy
420
+290
+223% +$36.9K 0.02% 360
2014
Q1 		$17K Buy
130
+120
+1,200% +$15.9K 0.01% 545
2013
Q4 		$1K Sell
10
-70
-88% -$7.13K ﹤0.01% 786
2013
Q3 		$7K Hold
80
– – ﹤0.01% 655
2013
Q2 		$6K Buy
+80
New +$5.93K ﹤0.01% 661

Other funds holding AYI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Regal Investment Advisors's AYI Position: Q4 2015 in Review

Regal Investment Advisors sold out of Acuity Brands (AYI) in Q4 2015, closing a stake of 50 shares — an estimated $8K sold.

Regal Investment Advisors first reported a position in AYI in Q2 2013 and held it in 9 quarters. The position peaked at $58K in Q2 2014. 442 funds tracked by Wall St. Rank hold AYI as of Q4 2015.

  • Regal Investment Advisors reported no remaining Acuity Brands position as of Q4 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 50 Acuity Brands shares in Q4 2015, an estimated $8K.
  • Regal Investment Advisors first reported a position in Acuity Brands in Q2 2013 and held it in 9 quarters.
  • Regal Investment Advisors's Acuity Brands position peaked at $58K in Q2 2014.
  • 442 funds tracked by Wall St. Rank held Acuity Brands as of Q4 2015.

Based on Regal Investment Advisors's 13F filing for Q4 2015, filed 8 Feb 2016.