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Regal Investment Advisors’s Hormel Foods HRL Stock Holding History

Regal Investment Advisors’s Portfolio HRL Stock Details HRL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-70
Closed -$2K – 537
2015
Q3 		$2K Sell
70
-4,352
-98% -$130K ﹤0.01% 935
2015
Q2 		$124K Hold
4,422
– – 0.03% 307
2015
Q1 		$126K Buy
4,422
+890
+25% +$24.4K 0.03% 304
2014
Q4 		$92K Buy
3,532
+844
+31% +$22.3K 0.02% 323
2014
Q3 		$69K Buy
2,688
+2,648
+6,620% +$64.6K 0.02% 358
2014
Q2 		$1K Hold
40
– – ﹤0.01% 876
2014
Q1 		$1K Hold
40
– – ﹤0.01% 857
2013
Q4 		$1K Sell
40
-270
-87% -$5.91K ﹤0.01% 791
2013
Q3 		$7K Buy
310
+150
+94% +$3.15K ﹤0.01% 661
2013
Q2 		$3K Buy
+160
New +$3.25K ﹤0.01% 751

Other funds holding HRL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $10.9B AUM 27.5% 1-Year Est. Return
DAC
Dividend Assets Capital Ridgeland, South Carolina $517M AUM 17.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

Regal Investment Advisors sold out of Hormel Foods (HRL) in Q4 2015, closing a stake of 70 shares — an estimated $2K sold.

Regal Investment Advisors first reported a position in HRL in Q2 2013 and held it in 10 quarters. The position peaked at $126K in Q1 2015. 477 funds tracked by Wall St. Rank hold HRL as of Q4 2015.

  • Regal Investment Advisors reported no remaining Hormel Foods position as of Q4 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 70 Hormel Foods shares in Q4 2015, an estimated $2K.
  • Regal Investment Advisors first reported a position in Hormel Foods in Q2 2013 and held it in 10 quarters.
  • Regal Investment Advisors's Hormel Foods position peaked at $126K in Q1 2015.
  • 477 funds tracked by Wall St. Rank held Hormel Foods as of Q4 2015.

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