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Regal Investment Advisors’s Distribution Solutions Group DSGR Stock Holding History

Regal Investment Advisors’s Portfolio DSGR Stock Details DSGR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-170
Closed -$1K – 948
2014
Q2 		$1K Hold
170
– – ﹤0.01% 873
2014
Q1 		$1K Buy
+170
New +$1.25K ﹤0.01% 853

Other funds holding DSGR

KCP
KDI Capital Partners Raleigh, North Carolina $290M AUM 26.07% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WC
Walthausen & Co Malta, New York $120M AUM 2.66% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
TA
Teton Advisors Rye, New York $142M AUM 42.07% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
TBAM
True Bearing Asset Management San Francisco, California $19M AUM 6.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Regal Investment Advisors's DSGR Position: Q3 2014 in Review

Regal Investment Advisors sold out of Distribution Solutions Group (DSGR) in Q3 2014, closing a stake of 170 shares — an estimated $1K sold.

Regal Investment Advisors first reported a position in DSGR in Q1 2014 and held it in 2 quarters. The position peaked at $1K in Q2 2014. 39 funds tracked by Wall St. Rank hold DSGR as of Q3 2014.

  • Regal Investment Advisors reported no remaining Distribution Solutions Group position as of Q3 2014 after selling out during the quarter.
  • Regal Investment Advisors sold 170 Distribution Solutions Group shares in Q3 2014, an estimated $1K.
  • Regal Investment Advisors first reported a position in Distribution Solutions Group in Q1 2014 and held it in 2 quarters.
  • Regal Investment Advisors's Distribution Solutions Group position peaked at $1K in Q2 2014.
  • 39 funds tracked by Wall St. Rank held Distribution Solutions Group as of Q3 2014.

Based on Regal Investment Advisors's 13F filing for Q3 2014, filed 14 Nov 2014.