RIA
BRLI

Regal Investment Advisors’s BIO-REFERENCE LABS INC-NEW- BRLI Stock Holding History

Regal Investment Advisors’s Portfolio BRLI Stock Details BRLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-140
Closed -$4K – 974
2013
Q4 		$4K Sell
140
-700
-83% -$21.6K ﹤0.01% 713
2013
Q3 		$25K Hold
840
– – 0.01% 431
2013
Q2 		$24K Buy
+840
New +$23.1K 0.01% 428

Other funds holding BRLI

RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
SCM
Sarissa Capital Management Greenwich, Connecticut $158M AUM 103.7% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Regal Investment Advisors's BRLI Position: Q1 2014 in Review

Regal Investment Advisors sold out of BIO-REFERENCE LABS INC-NEW- (BRLI) in Q1 2014, closing a stake of 140 shares — an estimated $4K sold.

Regal Investment Advisors first reported a position in BRLI in Q2 2013 and held it in 3 quarters. The position peaked at $25K in Q3 2013. 162 funds tracked by Wall St. Rank hold BRLI as of Q1 2014.

  • Regal Investment Advisors reported no remaining BIO-REFERENCE LABS INC-NEW- position as of Q1 2014 after selling out during the quarter.
  • Regal Investment Advisors sold 140 BIO-REFERENCE LABS INC-NEW- shares in Q1 2014, an estimated $4K.
  • Regal Investment Advisors first reported a position in BIO-REFERENCE LABS INC-NEW- in Q2 2013 and held it in 3 quarters.
  • Regal Investment Advisors's BIO-REFERENCE LABS INC-NEW- position peaked at $25K in Q3 2013.
  • 162 funds tracked by Wall St. Rank held BIO-REFERENCE LABS INC-NEW- as of Q1 2014.

Based on Regal Investment Advisors's 13F filing for Q1 2014, filed 18 Apr 2014.