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Regal Investment Advisors’s Gaia GAIA Stock Holding History

Regal Investment Advisors’s Portfolio GAIA Stock Details GAIA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-51
Closed – – 493
2015
Q3 		$0 Hold
51
– – ﹤0.01% 1067
2015
Q2 		$0 Hold
51
– – ﹤0.01% 965
2015
Q1 		$0 Hold
51
– – ﹤0.01% 994
2014
Q4 		$0 Hold
51
– – ﹤0.01% 946
2014
Q3 		$0 Hold
51
– – ﹤0.01% 955
2014
Q2 		$0 Hold
51
– – ﹤0.01% 918
2014
Q1 		$0 Hold
51
– – ﹤0.01% 903
2013
Q4 		$0 Sell
51
-1
-2% -$6 ﹤0.01% 880
2013
Q3 		$0 Hold
52
– – ﹤0.01% 896
2013
Q2 		$0 Buy
+52
New +$223 ﹤0.01% 893

Other funds holding GAIA

CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
FIMG
Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
LH
Lebenthal Holdings New York $806M AUM 2.13% 1-Year Est. Return
PCR
Potrero Capital Research San Francisco, California $163M AUM 79.07% 1-Year Est. Return
ARM
Adirondack Research & Management Guilderland, New York $82.2M AUM 63.78% 1-Year Est. Return

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

Regal Investment Advisors sold out of Gaia (GAIA) in Q4 2015, closing a stake of 51 shares.

Regal Investment Advisors first reported a position in GAIA in Q2 2013 and held it in 10 quarters. The position peaked at $0 in Q3 2015. 46 funds tracked by Wall St. Rank hold GAIA as of Q4 2015.

  • Regal Investment Advisors reported no remaining Gaia position as of Q4 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 51 Gaia shares in Q4 2015.
  • Regal Investment Advisors first reported a position in Gaia in Q2 2013 and held it in 10 quarters.
  • Regal Investment Advisors's Gaia position peaked at $0 in Q3 2015.
  • 46 funds tracked by Wall St. Rank held Gaia as of Q4 2015.

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