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Regal Investment Advisors’s Strategy Inc MSTR Stock Holding History

Regal Investment Advisors’s Portfolio MSTR Stock Details MSTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-900
Closed -$9K – 910
2013
Q3 		$9K Hold
900
– – 0.01% 620
2013
Q2 		$8K Buy
+900
New +$8.42K ﹤0.01% 633

Other funds holding MSTR

EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.28B AUM 23.15% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ZE
ZBI Equities New York $1.85B AUM
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AC
Apex Capital Orinda, California $938M AUM 4.67% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GA
Glenhill Advisors New York $6.94M AUM 24.62% 1-Year Est. Return

Regal Investment Advisors's MSTR Position: Q4 2013 in Review

Regal Investment Advisors sold out of Strategy Inc (MSTR) in Q4 2013, closing a stake of 900 shares — an estimated $9K sold.

Regal Investment Advisors first reported a position in MSTR in Q2 2013 and held it in 2 quarters. The position peaked at $9K in Q3 2013. 144 funds tracked by Wall St. Rank hold MSTR as of Q4 2013.

  • Regal Investment Advisors reported no remaining Strategy Inc position as of Q4 2013 after selling out during the quarter.
  • Regal Investment Advisors sold 900 Strategy Inc shares in Q4 2013, an estimated $9K.
  • Regal Investment Advisors first reported a position in Strategy Inc in Q2 2013 and held it in 2 quarters.
  • Regal Investment Advisors's Strategy Inc position peaked at $9K in Q3 2013.
  • 144 funds tracked by Wall St. Rank held Strategy Inc as of Q4 2013.

Based on Regal Investment Advisors's 13F filing for Q4 2013, filed 6 Feb 2014.