RIA
DBI icon

Regal Investment Advisors’s Designer Brands DBI Stock Holding History

Regal Investment Advisors’s Portfolio DBI Stock Details DBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-438
Closed -$16K – 883
2013
Q2 		$16K Buy
+438
New +$15.1K 0.01% 498

Other funds holding DBI

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
KI
Kalmar Investments Greenville, Delaware $443M AUM 23.5% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Regal Investment Advisors's DBI Position: Q3 2013 in Review

Regal Investment Advisors sold out of Designer Brands (DBI) in Q3 2013, closing a stake of 438 shares — an estimated $16K sold.

Regal Investment Advisors first reported a position in DBI in Q2 2013 and held it in 1 quarter. The position peaked at $16K in Q2 2013. 193 funds tracked by Wall St. Rank hold DBI as of Q3 2013.

  • Regal Investment Advisors reported no remaining Designer Brands position as of Q3 2013 after selling out during the quarter.
  • Regal Investment Advisors sold 438 Designer Brands shares in Q3 2013, an estimated $16K.
  • Regal Investment Advisors first reported a position in Designer Brands in Q2 2013 and held it in 1 quarter.
  • Regal Investment Advisors's Designer Brands position peaked at $16K in Q2 2013.
  • 193 funds tracked by Wall St. Rank held Designer Brands as of Q3 2013.

Based on Regal Investment Advisors's 13F filing for Q3 2013, filed 12 Nov 2013.