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Regal Investment Advisors’s Deutsche Bank DB Stock Holding History

Regal Investment Advisors’s Portfolio DB Stock Details DB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-958
Closed -$23K – 394
2015
Q3 		$23K Sell
958
-190
-17% -$5.25K 0.01% 536
2015
Q2 		$30K Buy
1,148
+7
+0.6% +$203 0.01% 498
2015
Q1 		$35K Sell
1,141
-1,423
-55% -$39.8K 0.01% 474
2014
Q4 		$69K Sell
2,564
-453
-15% -$12.7K 0.02% 356
2014
Q3 		$94K Buy
3,017
+898
+42% +$27.8K 0.03% 310
2014
Q2 		$67K Buy
2,119
+1,063
+101% +$37.9K 0.02% 335
2014
Q1 		$40K Sell
1,056
-294
-22% -$12K 0.02% 376
2013
Q4 		$55K Buy
+1,350
New +$54.4K 0.03% 278

Other funds holding DB

Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Credit Agricole
Credit Agricole Montrouge Cedex, France $49.3B AUM 36.45% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CA
Commerzbank Aktiengesellschaft Frankfurt, Germany $5B AUM 26.58% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

Regal Investment Advisors sold out of Deutsche Bank (DB) in Q4 2015, closing a stake of 958 shares — an estimated $23K sold.

Regal Investment Advisors first reported a position in DB in Q4 2013 and held it in 8 quarters. The position peaked at $94K in Q3 2014. 162 funds tracked by Wall St. Rank hold DB as of Q4 2015.

  • Regal Investment Advisors reported no remaining Deutsche Bank position as of Q4 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 958 Deutsche Bank shares in Q4 2015, an estimated $23K.
  • Regal Investment Advisors first reported a position in Deutsche Bank in Q4 2013 and held it in 8 quarters.
  • Regal Investment Advisors's Deutsche Bank position peaked at $94K in Q3 2014.
  • 162 funds tracked by Wall St. Rank held Deutsche Bank as of Q4 2015.

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