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Regal Investment Advisors’s Dollar General DG Stock Holding History

Regal Investment Advisors’s Portfolio DG Stock Details DG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-135
Closed -$9K – 404
2015
Q3 		$9K Hold
135
– – ﹤0.01% 708
2015
Q2 		$10K Hold
135
– – ﹤0.01% 653
2015
Q1 		$10K Buy
135
+100
+286% +$7.07K ﹤0.01% 684
2014
Q4 		$2K Buy
+35
New +$2.28K ﹤0.01% 845

Other funds holding DG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

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

Regal Investment Advisors sold out of Dollar General (DG) in Q4 2015, closing a stake of 135 shares — an estimated $9K sold.

Regal Investment Advisors first reported a position in DG in Q4 2014 and held it in 4 quarters. The position peaked at $10K in Q2 2015. 574 funds tracked by Wall St. Rank hold DG as of Q4 2015.

  • Regal Investment Advisors reported no remaining Dollar General position as of Q4 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 135 Dollar General shares in Q4 2015, an estimated $9K.
  • Regal Investment Advisors first reported a position in Dollar General in Q4 2014 and held it in 4 quarters.
  • Regal Investment Advisors's Dollar General position peaked at $10K in Q2 2015.
  • 574 funds tracked by Wall St. Rank held Dollar General as of Q4 2015.

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