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Regal Investment Advisors’s Main Street Capital MAIN Stock Holding History

Regal Investment Advisors’s Portfolio MAIN Stock Details MAIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-4,851
Closed -$209K – 194
2019
Q4 		$209K Sell
4,851
-951
-16% -$40.7K 0.04% 313
2019
Q3 		$251K Buy
5,802
+14
+0.2% +$597 0.05% 269
2019
Q2 		$238K Sell
5,788
-181
-3% -$7.21K 0.05% 280
2019
Q1 		$222K Sell
5,969
-260
-4% -$9.68K 0.05% 280
2018
Q4 		$211K Buy
6,229
+194
+3% +$7.22K 0.05% 300
2018
Q3 		$232K Sell
6,035
-890
-13% -$35.3K 0.05% 276
2018
Q2 		$264K Sell
6,925
-169
-2% -$6.43K 0.08% 223
2018
Q1 		$262K Sell
7,094
-420
-6% -$15.7K 0.06% 249
2017
Q4 		$299K Buy
7,514
+28
+0.4% +$1.13K 0.07% 224
2017
Q3 		$298K Buy
7,486
+18
+0.2% +$707 0.07% 218
2017
Q2 		$287K Sell
7,468
-7
-0.1% -$272 0.07% 211
2017
Q1 		$286K Sell
7,475
-336
-4% -$12.4K 0.07% 213
2016
Q4 		$287K Sell
7,811
-1,525
-16% -$53.9K 0.08% 206
2016
Q3 		$321K Buy
9,336
+30
+0.3% +$1.01K 0.09% 196
2016
Q2 		$306K Sell
9,306
-4,372
-32% -$139K 0.08% 199
2016
Q1 		$429K Sell
13,678
-120
-0.9% -$3.49K 0.12% 162
2015
Q4 		$401K Buy
13,798
+52
+0.4% +$1.56K 0.1% 172
2015
Q3 		$366K Sell
13,746
-558
-4% -$16.5K 0.1% 177
2015
Q2 		$456K Sell
14,304
-528
-4% -$16.5K 0.12% 160
2015
Q1 		$458K Sell
14,832
-904
-6% -$27.2K 0.11% 164
2014
Q4 		$460K Sell
15,736
-3,120
-17% -$96.3K 0.12% 151
2014
Q3 		$578K Buy
18,856
+32
+0.2% +$1.02K 0.17% 132
2014
Q2 		$620K Buy
18,824
+6,625
+54% +$208K 0.22% 112
2014
Q1 		$401K Buy
12,199
+11,537
+1,743% +$393K 0.17% 136
2013
Q4 		$22K Sell
662
-10,242
-94% -$320K 0.01% 431
2013
Q3 		$326K Sell
10,904
-569
-5% -$16.9K 0.19% 128
2013
Q2 		$318K Buy
+11,473
New +$337K 0.18% 124

Other funds holding MAIN

BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Regal Investment Advisors's MAIN Position: Q1 2020 in Review

Regal Investment Advisors sold out of Main Street Capital (MAIN) in Q1 2020, closing a stake of 4,851 shares — an estimated $209K sold.

Regal Investment Advisors first reported a position in MAIN in Q2 2013 and held it in 27 quarters. The position peaked at $620K in Q2 2014. 219 funds tracked by Wall St. Rank hold MAIN as of Q1 2020.

  • Regal Investment Advisors reported no remaining Main Street Capital position as of Q1 2020 after selling out during the quarter.
  • Regal Investment Advisors sold 4,851 Main Street Capital shares in Q1 2020, an estimated $209K.
  • Regal Investment Advisors first reported a position in Main Street Capital in Q2 2013 and held it in 27 quarters.
  • Regal Investment Advisors's Main Street Capital position peaked at $620K in Q2 2014.
  • 219 funds tracked by Wall St. Rank held Main Street Capital as of Q1 2020.

Based on Regal Investment Advisors's 13F filing for Q1 2020, filed 12 May 2020.