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Regal Investment Advisors’s Kroger KR Stock Holding History

Regal Investment Advisors’s Portfolio KR Stock Details KR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-470
Closed -$16K – 609
2015
Q3 		$16K Hold
470
– – ﹤0.01% 605
2015
Q2 		$17K Buy
470
+220
+88% +$8K ﹤0.01% 578
2015
Q1 		$10K Hold
250
– – ﹤0.01% 691
2014
Q4 		$8K Buy
+250
New +$7.24K ﹤0.01% 665

Other funds holding KR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Regal Investment Advisors sold out of Kroger (KR) in Q4 2015, closing a stake of 470 shares — an estimated $16K sold.

Regal Investment Advisors first reported a position in KR in Q4 2014 and held it in 4 quarters. The position peaked at $17K in Q2 2015. 829 funds tracked by Wall St. Rank hold KR as of Q4 2015.

  • Regal Investment Advisors reported no remaining Kroger position as of Q4 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 470 Kroger shares in Q4 2015, an estimated $16K.
  • Regal Investment Advisors first reported a position in Kroger in Q4 2014 and held it in 4 quarters.
  • Regal Investment Advisors's Kroger position peaked at $17K in Q2 2015.
  • 829 funds tracked by Wall St. Rank held Kroger as of Q4 2015.

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