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Regal Investment Advisors’s Humana HUM Stock Holding History

Regal Investment Advisors’s Portfolio HUM Stock Details HUM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-6,960
Closed -$2.36M – 346
2018
Q3 		$2.36M Buy
6,960
+1,003
+17% +$326K 0.5% 56
2018
Q2 		$1.77M Sell
5,957
-1,157
-16% -$339K 0.54% 57
2018
Q1 		$1.91M Buy
+7,114
New +$1.93M 0.42% 73

Other funds holding HUM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Regal Investment Advisors's HUM Position: Q4 2018 in Review

Regal Investment Advisors sold out of Humana (HUM) in Q4 2018, closing a stake of 6,960 shares — an estimated $2.36M sold.

Regal Investment Advisors first reported a position in HUM in Q1 2018 and held it in 3 quarters. The position peaked at $2.36M in Q3 2018. 750 funds tracked by Wall St. Rank hold HUM as of Q4 2018.

  • Regal Investment Advisors reported no remaining Humana position as of Q4 2018 after selling out during the quarter.
  • Regal Investment Advisors sold 6,960 Humana shares in Q4 2018, an estimated $2.36M.
  • Regal Investment Advisors first reported a position in Humana in Q1 2018 and held it in 3 quarters.
  • Regal Investment Advisors's Humana position peaked at $2.36M in Q3 2018.
  • 750 funds tracked by Wall St. Rank held Humana as of Q4 2018.

Based on Regal Investment Advisors's 13F filing for Q4 2018, filed 4 Feb 2019.