RIA
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Regal Investment Advisors’s HCI Group HCI Stock Holding History

Regal Investment Advisors’s Portfolio HCI Stock Details HCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-210
Closed -$11K – 905
2013
Q4 		$11K Buy
+210
New +$9.6K 0.01% 574

Other funds holding HCI

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
TA
Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
HW
Hancock Whitney Gulfport, Mississippi $5.75B AUM 24.3% 1-Year Est. Return

Regal Investment Advisors's HCI Position: Q1 2014 in Review

Regal Investment Advisors sold out of HCI Group (HCI) in Q1 2014, closing a stake of 210 shares — an estimated $11K sold.

Regal Investment Advisors first reported a position in HCI in Q4 2013 and held it in 1 quarter. The position peaked at $11K in Q4 2013. 127 funds tracked by Wall St. Rank hold HCI as of Q1 2014.

  • Regal Investment Advisors reported no remaining HCI Group position as of Q1 2014 after selling out during the quarter.
  • Regal Investment Advisors sold 210 HCI Group shares in Q1 2014, an estimated $11K.
  • Regal Investment Advisors first reported a position in HCI Group in Q4 2013 and held it in 1 quarter.
  • Regal Investment Advisors's HCI Group position peaked at $11K in Q4 2013.
  • 127 funds tracked by Wall St. Rank held HCI Group as of Q1 2014.

Based on Regal Investment Advisors's 13F filing for Q1 2014, filed 18 Apr 2014.