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Regal Investment Advisors’s City Holding Co CHCO Stock Holding History

Regal Investment Advisors’s Portfolio CHCO Stock Details CHCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-600
Closed -$29K – 365
2015
Q3 		$29K Hold
600
– – 0.01% 497
2015
Q2 		$29K Hold
600
– – 0.01% 507
2015
Q1 		$28K Hold
600
– – 0.01% 509
2014
Q4 		$28K Buy
+600
New +$26.6K 0.01% 480

Other funds holding CHCO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CHC
City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Regal Investment Advisors sold out of City Holding Co (CHCO) in Q4 2015, closing a stake of 600 shares — an estimated $29K sold.

Regal Investment Advisors first reported a position in CHCO in Q4 2014 and held it in 4 quarters. The position peaked at $29K in Q3 2015. 128 funds tracked by Wall St. Rank hold CHCO as of Q4 2015.

  • Regal Investment Advisors reported no remaining City Holding Co position as of Q4 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 600 City Holding Co shares in Q4 2015, an estimated $29K.
  • Regal Investment Advisors first reported a position in City Holding Co in Q4 2014 and held it in 4 quarters.
  • Regal Investment Advisors's City Holding Co position peaked at $29K in Q3 2015.
  • 128 funds tracked by Wall St. Rank held City Holding Co as of Q4 2015.

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