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Regal Investment Advisors’s IQVIA IQV Stock Holding History

Regal Investment Advisors’s Portfolio IQV Stock Details IQV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-200
Closed -$9K – 893
2013
Q3 		$9K Hold
200
– – 0.01% 615
2013
Q2 		$9K Buy
+200
New +$8.77K 0.01% 611

Other funds holding IQV

BCI
Bain Capital Investors Boston, Massachusetts $4.82B AUM 35.43% 1-Year Est. Return
TGHSA
TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return
3I
3I Investments London Swie 5jd, United Kingdom $259M AUM 10.04% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AC
Aisling Capital New York $45.3M AUM 15.24% 1-Year Est. Return
BCPEM
Bain Capital Public Equity Management Boston, Massachusetts $1.05B AUM 25.71% 1-Year Est. Return

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

Regal Investment Advisors sold out of IQVIA (IQV) in Q4 2013, closing a stake of 200 shares — an estimated $9K sold.

Regal Investment Advisors first reported a position in IQV in Q2 2013 and held it in 2 quarters. The position peaked at $9K in Q3 2013. 142 funds tracked by Wall St. Rank hold IQV as of Q4 2013.

  • Regal Investment Advisors reported no remaining IQVIA position as of Q4 2013 after selling out during the quarter.
  • Regal Investment Advisors sold 200 IQVIA shares in Q4 2013, an estimated $9K.
  • Regal Investment Advisors first reported a position in IQVIA in Q2 2013 and held it in 2 quarters.
  • Regal Investment Advisors's IQVIA position peaked at $9K in Q3 2013.
  • 142 funds tracked by Wall St. Rank held IQVIA as of Q4 2013.

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