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Regal Investment Advisors’s Broadridge BR Stock Holding History

Regal Investment Advisors’s Portfolio BR Stock Details BR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-92
Closed -$4K – 922
2014
Q3 		$4K Hold
92
– – ﹤0.01% 812
2014
Q2 		$4K Buy
92
+1
+1% +$39 ﹤0.01% 781
2014
Q1 		$3K Hold
91
– – ﹤0.01% 785
2013
Q4 		$4K Buy
+91
New +$3.29K ﹤0.01% 695

Other funds holding BR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Investors US
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $743M AUM 34.03% 1-Year Est. Return
BlackRock Institutional Trust
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BlackRock Fund Advisors
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
Fiduciary Management Inc
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.98B AUM 60.71% 1-Year Est. Return
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

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

Regal Investment Advisors sold out of Broadridge (BR) in Q4 2014, closing a stake of 92 shares — an estimated $4K sold.

Regal Investment Advisors first reported a position in BR in Q4 2013 and held it in 4 quarters. The position peaked at $4K in Q3 2014. 389 funds tracked by Wall St. Rank hold BR as of Q4 2014.

  • Regal Investment Advisors reported no remaining Broadridge position as of Q4 2014 after selling out during the quarter.
  • Regal Investment Advisors sold 92 Broadridge shares in Q4 2014, an estimated $4K.
  • Regal Investment Advisors first reported a position in Broadridge in Q4 2013 and held it in 4 quarters.
  • Regal Investment Advisors's Broadridge position peaked at $4K in Q3 2014.
  • 389 funds tracked by Wall St. Rank held Broadridge as of Q4 2014.

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