RIA
MSCI icon

Regal Investment Advisors’s MSCI MSCI Stock Holding History

Regal Investment Advisors’s Portfolio MSCI Stock Details MSCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-501
Closed -$22K – 934
2014
Q1 		$22K Buy
501
+101
+25% +$4.41K 0.01% 488
2013
Q4 		$17K Buy
+400
New +$16.8K 0.01% 492

Other funds holding MSCI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Regal Investment Advisors's MSCI Position: Q2 2014 in Review

Regal Investment Advisors sold out of MSCI (MSCI) in Q2 2014, closing a stake of 501 shares — an estimated $22K sold.

Regal Investment Advisors first reported a position in MSCI in Q4 2013 and held it in 2 quarters. The position peaked at $22K in Q1 2014. 200 funds tracked by Wall St. Rank hold MSCI as of Q2 2014.

  • Regal Investment Advisors reported no remaining MSCI position as of Q2 2014 after selling out during the quarter.
  • Regal Investment Advisors sold 501 MSCI shares in Q2 2014, an estimated $22K.
  • Regal Investment Advisors first reported a position in MSCI in Q4 2013 and held it in 2 quarters.
  • Regal Investment Advisors's MSCI position peaked at $22K in Q1 2014.
  • 200 funds tracked by Wall St. Rank held MSCI as of Q2 2014.

Based on Regal Investment Advisors's 13F filing for Q2 2014, filed 4 Aug 2014.