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Regal Investment Advisors’s HUB Group HUBG Stock Holding History

Regal Investment Advisors’s Portfolio HUBG Stock Details HUBG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-180
Closed -$4K – 957
2014
Q3 		$4K Buy
+180
New +$4.1K ﹤0.01% 820

Other funds holding HUBG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Regal Investment Advisors's HUBG Position: Q4 2014 in Review

Regal Investment Advisors sold out of HUB Group (HUBG) in Q4 2014, closing a stake of 180 shares — an estimated $4K sold.

Regal Investment Advisors first reported a position in HUBG in Q3 2014 and held it in 1 quarter. The position peaked at $4K in Q3 2014. 158 funds tracked by Wall St. Rank hold HUBG as of Q4 2014.

  • Regal Investment Advisors reported no remaining HUB Group position as of Q4 2014 after selling out during the quarter.
  • Regal Investment Advisors sold 180 HUB Group shares in Q4 2014, an estimated $4K.
  • Regal Investment Advisors first reported a position in HUB Group in Q3 2014 and held it in 1 quarter.
  • Regal Investment Advisors's HUB Group position peaked at $4K in Q3 2014.
  • 158 funds tracked by Wall St. Rank held HUB Group as of Q4 2014.

Based on Regal Investment Advisors's 13F filing for Q4 2014, filed 11 Feb 2015.