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Regal Investment Advisors’s Everest Group EG Stock Holding History

Regal Investment Advisors’s Portfolio EG Stock Details EG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-1,103
Closed -$201K – 257
2015
Q4 		$201K Buy
1,103
+19
+2% +$3.45K 0.05% 247
2015
Q3 		$187K Sell
1,084
-275
-20% -$49.8K 0.05% 242
2015
Q2 		$247K Buy
+1,359
New +$247K 0.07% 216
2014
Q2 		– Sell
-223
Closed -$34K – 913
2014
Q1 		$34K Buy
+223
New +$32.9K 0.01% 415

Other funds holding EG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Regal Investment Advisors's EG Position: Q1 2016 in Review

Regal Investment Advisors sold out of Everest Group (EG) in Q1 2016, closing a stake of 1,103 shares — an estimated $201K sold.

Regal Investment Advisors first reported a position in EG in Q1 2014 and held it in 4 quarters. The position peaked at $247K in Q2 2015. 379 funds tracked by Wall St. Rank hold EG as of Q1 2016.

  • Regal Investment Advisors reported no remaining Everest Group position as of Q1 2016 after selling out during the quarter.
  • Regal Investment Advisors sold 1,103 Everest Group shares in Q1 2016, an estimated $201K.
  • Regal Investment Advisors first reported a position in Everest Group in Q1 2014 and held it in 4 quarters.
  • Regal Investment Advisors's Everest Group position peaked at $247K in Q2 2015.
  • 379 funds tracked by Wall St. Rank held Everest Group as of Q1 2016.

Based on Regal Investment Advisors's 13F filing for Q1 2016, filed 16 May 2016.