RIA
INFY icon

Regal Investment Advisors’s Infosys INFY Stock Holding History

Regal Investment Advisors’s Portfolio INFY Stock Details INFY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-1,160
Closed -$7K – 892
2013
Q3 		$7K Hold
1,160
– – ﹤0.01% 662
2013
Q2 		$6K Buy
+1,160
New +$6.32K ﹤0.01% 670

Other funds holding INFY

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
GAM
Genesis Asset Managers Guernsey, Channel Islands, United Kingdom $3.53B AUM 1.54% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
SIM
Sprucegrove Investment Management Toronto, Ontario, Canada $625M AUM 21.08% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return
CBOA
Commonwealth Bank of Australia Sydney, NSW, Australia $231M AUM
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
RFC
Russell Frank Company Seattle, Washington $56.9B AUM 2.13% 1-Year Est. Return

Regal Investment Advisors's INFY Position: Q4 2013 in Review

Regal Investment Advisors sold out of Infosys (INFY) in Q4 2013, closing a stake of 1,160 shares — an estimated $7K sold.

Regal Investment Advisors first reported a position in INFY in Q2 2013 and held it in 2 quarters. The position peaked at $7K in Q3 2013. 232 funds tracked by Wall St. Rank hold INFY as of Q4 2013.

  • Regal Investment Advisors reported no remaining Infosys position as of Q4 2013 after selling out during the quarter.
  • Regal Investment Advisors sold 1,160 Infosys shares in Q4 2013, an estimated $7K.
  • Regal Investment Advisors first reported a position in Infosys in Q2 2013 and held it in 2 quarters.
  • Regal Investment Advisors's Infosys position peaked at $7K in Q3 2013.
  • 232 funds tracked by Wall St. Rank held Infosys as of Q4 2013.

Based on Regal Investment Advisors's 13F filing for Q4 2013, filed 6 Feb 2014.