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Regal Investment Advisors’s Buckle BKE Stock Holding History

Regal Investment Advisors’s Portfolio BKE Stock Details BKE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-200
Closed -$9K – 921
2014
Q3 		$9K Hold
200
– – ﹤0.01% 706
2014
Q2 		$9K Hold
200
– – ﹤0.01% 682
2014
Q1 		$9K Sell
200
-5
-2% -$228 ﹤0.01% 653
2013
Q4 		$11K Sell
205
-28
-12% -$1.39K 0.01% 567
2013
Q3 		$12K Sell
233
-9
-4% -$475 0.01% 565
2013
Q2 		$12K Buy
+242
New +$12K 0.01% 548

Other funds holding BKE

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $2.82B AUM 13.66% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Regal Investment Advisors's BKE Position: Q4 2014 in Review

Regal Investment Advisors sold out of Buckle (BKE) in Q4 2014, closing a stake of 200 shares — an estimated $9K sold.

Regal Investment Advisors first reported a position in BKE in Q2 2013 and held it in 6 quarters. The position peaked at $12K in Q3 2013. 183 funds tracked by Wall St. Rank hold BKE as of Q4 2014.

  • Regal Investment Advisors reported no remaining Buckle position as of Q4 2014 after selling out during the quarter.
  • Regal Investment Advisors sold 200 Buckle shares in Q4 2014, an estimated $9K.
  • Regal Investment Advisors first reported a position in Buckle in Q2 2013 and held it in 6 quarters.
  • Regal Investment Advisors's Buckle position peaked at $12K in Q3 2013.
  • 183 funds tracked by Wall St. Rank held Buckle as of Q4 2014.

Based on Regal Investment Advisors's 13F filing for Q4 2014, filed 11 Feb 2015.