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Regal Investment Advisors’s Cirrus Logic CRUS Stock Holding History

Regal Investment Advisors’s Portfolio CRUS Stock Details CRUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-708
Closed -$15K – 927
2014
Q3 		$15K Sell
708
-100
-12% -$2.32K ﹤0.01% 610
2014
Q2 		$18K Buy
808
+500
+162% +$10.9K 0.01% 565
2014
Q1 		$6K Hold
308
– – ﹤0.01% 717
2013
Q4 		$6K Sell
308
-200
-39% -$4.32K ﹤0.01% 653
2013
Q3 		$12K Hold
508
– – 0.01% 566
2013
Q2 		$9K Buy
+508
New +$9.94K 0.01% 603

Other funds holding CRUS

ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
OAMG
Odey Asset Management Group London, United Kingdom $381M AUM 45.36% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

Regal Investment Advisors sold out of Cirrus Logic (CRUS) in Q4 2014, closing a stake of 708 shares — an estimated $15K sold.

Regal Investment Advisors first reported a position in CRUS in Q2 2013 and held it in 6 quarters. The position peaked at $18K in Q2 2014. 203 funds tracked by Wall St. Rank hold CRUS as of Q4 2014.

  • Regal Investment Advisors reported no remaining Cirrus Logic position as of Q4 2014 after selling out during the quarter.
  • Regal Investment Advisors sold 708 Cirrus Logic shares in Q4 2014, an estimated $15K.
  • Regal Investment Advisors first reported a position in Cirrus Logic in Q2 2013 and held it in 6 quarters.
  • Regal Investment Advisors's Cirrus Logic position peaked at $18K in Q2 2014.
  • 203 funds tracked by Wall St. Rank held Cirrus Logic as of Q4 2014.

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