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Regal Investment Advisors’s IHS Markit Ltd. Common Shares INFO Stock Holding History

Regal Investment Advisors’s Portfolio INFO Stock Details INFO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-2,823
Closed -$213K – 336
2019
Q4 		$213K Buy
+2,823
New +$201K 0.04% 308
2018
Q4 		– Sell
-4,987
Closed -$269K – 378
2018
Q3 		$269K Buy
+4,987
New +$268K 0.06% 258
2018
Q2 		– Sell
-4,598
Closed -$222K – 325
2018
Q1 		$222K Buy
+4,598
New +$217K 0.05% 274

Other funds holding INFO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Regal Investment Advisors's INFO Position: Q1 2020 in Review

Regal Investment Advisors sold out of IHS Markit Ltd. Common Shares (INFO) in Q1 2020, closing a stake of 2,823 shares — an estimated $213K sold.

Regal Investment Advisors first reported a position in INFO in Q1 2018 and held it in 3 quarters. The position peaked at $269K in Q3 2018. 554 funds tracked by Wall St. Rank hold INFO as of Q1 2020.

  • Regal Investment Advisors reported no remaining IHS Markit Ltd. Common Shares position as of Q1 2020 after selling out during the quarter.
  • Regal Investment Advisors sold 2,823 IHS Markit Ltd. Common Shares shares in Q1 2020, an estimated $213K.
  • Regal Investment Advisors first reported a position in IHS Markit Ltd. Common Shares in Q1 2018 and held it in 3 quarters.
  • Regal Investment Advisors's IHS Markit Ltd. Common Shares position peaked at $269K in Q3 2018.
  • 554 funds tracked by Wall St. Rank held IHS Markit Ltd. Common Shares as of Q1 2020.

Based on Regal Investment Advisors's 13F filing for Q1 2020, filed 12 May 2020.