RIA
CIVI

Regal Investment Advisors’s Civitas Resources CIVI Stock Holding History

Regal Investment Advisors’s Portfolio CIVI Stock Details CIVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-1
Closed -$6K – 942
2014
Q2 		$6K Hold
1
– – ﹤0.01% 740
2014
Q1 		$4K Buy
+1
New +$5.01K ﹤0.01% 763

Other funds holding CIVI

AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $16.7B AUM 23.27% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
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 $865B AUM 30.76% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
KAM
Keeley Asset Management Chicago, Illinois $2.35B AUM 26.92% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Regal Investment Advisors's CIVI Position: Q3 2014 in Review

Regal Investment Advisors sold out of Civitas Resources (CIVI) in Q3 2014, closing a stake of 1 share — an estimated $6K sold.

Regal Investment Advisors first reported a position in CIVI in Q1 2014 and held it in 2 quarters. The position peaked at $6K in Q2 2014. 199 funds tracked by Wall St. Rank hold CIVI as of Q3 2014.

  • Regal Investment Advisors reported no remaining Civitas Resources position as of Q3 2014 after selling out during the quarter.
  • Regal Investment Advisors sold 1 Civitas Resources share in Q3 2014, an estimated $6K.
  • Regal Investment Advisors first reported a position in Civitas Resources in Q1 2014 and held it in 2 quarters.
  • Regal Investment Advisors's Civitas Resources position peaked at $6K in Q2 2014.
  • 199 funds tracked by Wall St. Rank held Civitas Resources as of Q3 2014.

Based on Regal Investment Advisors's 13F filing for Q3 2014, filed 14 Nov 2014.