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Regal Investment Advisors’s F5 FFIV Stock Holding History

Regal Investment Advisors’s Portfolio FFIV Stock Details FFIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-120
Closed -$10K – 866
2013
Q3 		$10K Sell
120
-30
-20% -$2.55K 0.01% 599
2013
Q2 		$10K Buy
+150
New +$11.5K 0.01% 580

Other funds holding FFIV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
CCM
Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return

Regal Investment Advisors's FFIV Position: Q4 2013 in Review

Regal Investment Advisors sold out of F5 (FFIV) in Q4 2013, closing a stake of 120 shares — an estimated $10K sold.

Regal Investment Advisors first reported a position in FFIV in Q2 2013 and held it in 2 quarters. The position peaked at $10K in Q3 2013. 447 funds tracked by Wall St. Rank hold FFIV as of Q4 2013.

  • Regal Investment Advisors reported no remaining F5 position as of Q4 2013 after selling out during the quarter.
  • Regal Investment Advisors sold 120 F5 shares in Q4 2013, an estimated $10K.
  • Regal Investment Advisors first reported a position in F5 in Q2 2013 and held it in 2 quarters.
  • Regal Investment Advisors's F5 position peaked at $10K in Q3 2013.
  • 447 funds tracked by Wall St. Rank held F5 as of Q4 2013.

Based on Regal Investment Advisors's 13F filing for Q4 2013, filed 6 Feb 2014.