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Regal Investment Advisors’s Five Below FIVE Stock Holding History

Regal Investment Advisors’s Portfolio FIVE Stock Details FIVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-100
Closed -$3K – 480
2015
Q3 		$3K Hold
100
– – ﹤0.01% 881
2015
Q2 		$3K Hold
100
– – ﹤0.01% 804
2015
Q1 		$4K Hold
100
– – ﹤0.01% 838
2014
Q4 		$4K Buy
+100
New +$4.05K ﹤0.01% 771

Other funds holding FIVE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Regal Investment Advisors's FIVE Position: Q4 2015 in Review

Regal Investment Advisors sold out of Five Below (FIVE) in Q4 2015, closing a stake of 100 shares — an estimated $3K sold.

Regal Investment Advisors first reported a position in FIVE in Q4 2014 and held it in 4 quarters. The position peaked at $4K in Q1 2015. 200 funds tracked by Wall St. Rank hold FIVE as of Q4 2015.

  • Regal Investment Advisors reported no remaining Five Below position as of Q4 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 100 Five Below shares in Q4 2015, an estimated $3K.
  • Regal Investment Advisors first reported a position in Five Below in Q4 2014 and held it in 4 quarters.
  • Regal Investment Advisors's Five Below position peaked at $4K in Q1 2015.
  • 200 funds tracked by Wall St. Rank held Five Below as of Q4 2015.

Based on Regal Investment Advisors's 13F filing for Q4 2015, filed 8 Feb 2016.