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Regal Investment Advisors’s The Greenbrier Companies GBX Stock Holding History

Regal Investment Advisors’s Portfolio GBX Stock Details GBX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-49,065
Closed -$2.36M – 294
2017
Q3 		$2.36M Sell
49,065
-8,521
-15% -$378K 0.55% 55
2017
Q2 		$2.66M Sell
57,586
-7,820
-12% -$357K 0.66% 44
2017
Q1 		$2.82M Sell
65,406
-9,263
-12% -$409K 0.74% 43
2016
Q4 		$3.1M Buy
+74,669
New +$2.79M 0.86% 35

Other funds holding GBX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Regal Investment Advisors's GBX Position: Q4 2017 in Review

Regal Investment Advisors sold out of The Greenbrier Companies (GBX) in Q4 2017, closing a stake of 49,065 shares — an estimated $2.36M sold.

Regal Investment Advisors first reported a position in GBX in Q4 2016 and held it in 4 quarters. The position peaked at $3.1M in Q4 2016. 266 funds tracked by Wall St. Rank hold GBX as of Q4 2017.

  • Regal Investment Advisors reported no remaining The Greenbrier Companies position as of Q4 2017 after selling out during the quarter.
  • Regal Investment Advisors sold 49,065 The Greenbrier Companies shares in Q4 2017, an estimated $2.36M.
  • Regal Investment Advisors first reported a position in The Greenbrier Companies in Q4 2016 and held it in 4 quarters.
  • Regal Investment Advisors's The Greenbrier Companies position peaked at $3.1M in Q4 2016.
  • 266 funds tracked by Wall St. Rank held The Greenbrier Companies as of Q4 2017.

Based on Regal Investment Advisors's 13F filing for Q4 2017, filed 6 Feb 2018.