RIA
LUB

Regal Investment Advisors’s Luby's Inc. LUB Stock Holding History

Regal Investment Advisors’s Portfolio LUB Stock Details LUB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-130
Closed -$1K – 990
2014
Q2 		$1K Hold
130
– – ﹤0.01% 888
2014
Q1 		$1K Buy
+130
New +$851 ﹤0.01% 871

Other funds holding LUB

TAM
THB Asset Management Norwalk, Connecticut $440M AUM 59.59% 1-Year Est. Return
HCM
Hodges Capital Management Dallas, Texas $1.51B AUM 85.85% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BP
Bandera Partners New York $221M AUM 10.51% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
HCS
Harvest Capital Strategies San Francisco, California $73.7M AUM 7.47% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
AF
Aegis Financial Mc Lean, Virginia $580M AUM 105.74% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Regal Investment Advisors's LUB Position: Q3 2014 in Review

Regal Investment Advisors sold out of Luby's Inc. (LUB) in Q3 2014, closing a stake of 130 shares — an estimated $1K sold.

Regal Investment Advisors first reported a position in LUB in Q1 2014 and held it in 2 quarters. The position peaked at $1K in Q2 2014. 57 funds tracked by Wall St. Rank hold LUB as of Q3 2014.

  • Regal Investment Advisors reported no remaining Luby's Inc. position as of Q3 2014 after selling out during the quarter.
  • Regal Investment Advisors sold 130 Luby's Inc. shares in Q3 2014, an estimated $1K.
  • Regal Investment Advisors first reported a position in Luby's Inc. in Q1 2014 and held it in 2 quarters.
  • Regal Investment Advisors's Luby's Inc. position peaked at $1K in Q2 2014.
  • 57 funds tracked by Wall St. Rank held Luby's Inc. as of Q3 2014.

Based on Regal Investment Advisors's 13F filing for Q3 2014, filed 14 Nov 2014.