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
2023 Q3	–	Sell	-100	Closed	-$17K	–	505
2023 Q2	$17K	Buy	+100	New	+$19.8K	﹤0.01%	512

Other funds holding DG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

Norges Bank Oslo, Norway $935B 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. 573 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.
573 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.