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Regal Investment Advisors’s Healthcare Services Group HCSG Stock Holding History

Regal Investment Advisors’s Portfolio HCSG Stock Details HCSG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-481
Closed -$16K – 524
2015
Q3 		$16K Hold
481
– – ﹤0.01% 604
2015
Q2 		$15K Buy
481
+1
+0.2% +$31 ﹤0.01% 593
2015
Q1 		$15K Buy
480
+380
+380% +$12.3K ﹤0.01% 608
2014
Q4 		$3K Buy
+100
New +$2.96K ﹤0.01% 806

Other funds holding HCSG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Regal Investment Advisors sold out of Healthcare Services Group (HCSG) in Q4 2015, closing a stake of 481 shares — an estimated $16K sold.

Regal Investment Advisors first reported a position in HCSG in Q4 2014 and held it in 4 quarters. The position peaked at $16K in Q3 2015. 238 funds tracked by Wall St. Rank hold HCSG as of Q4 2015.

  • Regal Investment Advisors reported no remaining Healthcare Services Group position as of Q4 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 481 Healthcare Services Group shares in Q4 2015, an estimated $16K.
  • Regal Investment Advisors first reported a position in Healthcare Services Group in Q4 2014 and held it in 4 quarters.
  • Regal Investment Advisors's Healthcare Services Group position peaked at $16K in Q3 2015.
  • 238 funds tracked by Wall St. Rank held Healthcare Services Group as of Q4 2015.

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