RIA
DHIL

Regal Investment Advisors’s Diamond Hill DHIL Stock Holding History

Regal Investment Advisors’s Portfolio DHIL Stock Details DHIL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-75
Closed -$9K – 931
2014
Q3 		$9K Buy
+75
New +$9.68K ﹤0.01% 707

Other funds holding DHIL

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BRIM
Broad Run Investment Management Arlington, Virginia $568M AUM 50.18% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
GPGA
Grandeur Peak Global Advisors Salt Lake City, Utah $427M AUM 39.14% 1-Year Est. Return

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

Regal Investment Advisors sold out of Diamond Hill (DHIL) in Q4 2014, closing a stake of 75 shares — an estimated $9K sold.

Regal Investment Advisors first reported a position in DHIL in Q3 2014 and held it in 1 quarter. The position peaked at $9K in Q3 2014. 70 funds tracked by Wall St. Rank hold DHIL as of Q4 2014.

  • Regal Investment Advisors reported no remaining Diamond Hill position as of Q4 2014 after selling out during the quarter.
  • Regal Investment Advisors sold 75 Diamond Hill shares in Q4 2014, an estimated $9K.
  • Regal Investment Advisors first reported a position in Diamond Hill in Q3 2014 and held it in 1 quarter.
  • Regal Investment Advisors's Diamond Hill position peaked at $9K in Q3 2014.
  • 70 funds tracked by Wall St. Rank held Diamond Hill as of Q4 2014.

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