RIA
FBMI

Regal Investment Advisors’s FIRSTBANK CORP (MICH) FBMI Stock Holding History

Regal Investment Advisors’s Portfolio FBMI Stock Details FBMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-350
Closed -$5K – 979
2013
Q2 		$5K Buy
+350
New +$4.67K ﹤0.01% 715

Other funds holding FBMI

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PH
Pinnacle Holdings Tulsa, Oklahoma $309M AUM 18.8% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
FBNAT
FirstMerit Bank N.A. Trustee Akron, Ohio $1.24B AUM 5.12% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
GA
Geneva Advisors Chicago, Illinois $5.81B AUM 23.71% 1-Year Est. Return

Regal Investment Advisors's FBMI Position: Q3 2013 in Review

Regal Investment Advisors sold out of FIRSTBANK CORP (MICH) (FBMI) in Q3 2013, closing a stake of 350 shares — an estimated $5K sold.

Regal Investment Advisors first reported a position in FBMI in Q2 2013 and held it in 1 quarter. The position peaked at $5K in Q2 2013. 27 funds tracked by Wall St. Rank hold FBMI as of Q3 2013.

  • Regal Investment Advisors reported no remaining FIRSTBANK CORP (MICH) position as of Q3 2013 after selling out during the quarter.
  • Regal Investment Advisors sold 350 FIRSTBANK CORP (MICH) shares in Q3 2013, an estimated $5K.
  • Regal Investment Advisors first reported a position in FIRSTBANK CORP (MICH) in Q2 2013 and held it in 1 quarter.
  • Regal Investment Advisors's FIRSTBANK CORP (MICH) position peaked at $5K in Q2 2013.
  • 27 funds tracked by Wall St. Rank held FIRSTBANK CORP (MICH) as of Q3 2013.

Based on Regal Investment Advisors's 13F filing for Q3 2013, filed 12 Nov 2013.