Regal Investment Advisors’s Nordstrom JWN Stock Holding History

Regal Investment Advisors’s Portfolio JWN Stock Details JWN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-500	Closed	-$35K	–	599
2015 Q3	$35K	Hold	500	–	–	0.01%	468
2015 Q2	$37K	Hold	500	–	–	0.01%	465
2015 Q1	$40K	Hold	500	–	–	0.01%	457
2014 Q4	$40K	Buy	500 +100	+25%	+$7.34K	0.01%	425
2014 Q3	$27K	Hold	400	–	–	0.01%	503
2014 Q2	$27K	Hold	400	–	–	0.01%	493
2014 Q1	$25K	Buy	+400	New	+$24.1K	0.01%	464
2013 Q4	–	Sell	-400	Closed	-$22K	–	898
2013 Q3	$22K	Hold	400	–	–	0.01%	454
2013 Q2	$24K	Buy	+400	New	+$23.2K	0.01%	424

Other funds holding JWN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Regal Investment Advisors's JWN Position: Q4 2015 in Review

Regal Investment Advisors sold out of Nordstrom (JWN) in Q4 2015, closing a stake of 500 shares — an estimated $35K sold.

Regal Investment Advisors first reported a position in JWN in Q2 2013 and held it in 9 quarters. The position peaked at $40K in Q1 2015. 579 funds tracked by Wall St. Rank hold JWN as of Q4 2015.

Regal Investment Advisors reported no remaining Nordstrom position as of Q4 2015 after selling out during the quarter.
Regal Investment Advisors sold 500 Nordstrom shares in Q4 2015, an estimated $35K.
Regal Investment Advisors first reported a position in Nordstrom in Q2 2013 and held it in 9 quarters.
Regal Investment Advisors's Nordstrom position peaked at $40K in Q1 2015.
579 funds tracked by Wall St. Rank held Nordstrom as of Q4 2015.

Based on Regal Investment Advisors's 13F filing for Q4 2015, filed 8 Feb 2016.