RIA
NBIS

Regal Investment Advisors’s Nebius Group N.V. NBIS Stock Holding History

Regal Investment Advisors’s Portfolio NBIS Stock Details NBIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-787
Closed -$28K – 985
2014
Q2 		$28K Buy
+787
New +$24.1K 0.01% 491
2014
Q1 		– Sell
-266
Closed -$11K – 947
2013
Q4 		$11K Buy
+266
New +$10.3K 0.01% 586

Other funds holding NBIS

O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
VAM
Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BRC
Blue Ridge Capital New York $215M AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
CGT
Capital Guardian Trust Los Angeles, California $7.42B AUM 13.6% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Regal Investment Advisors sold out of Nebius Group N.V. (NBIS) in Q3 2014, closing a stake of 787 shares — an estimated $28K sold.

Regal Investment Advisors first reported a position in NBIS in Q4 2013 and held it in 2 quarters. The position peaked at $28K in Q2 2014. 196 funds tracked by Wall St. Rank hold NBIS as of Q3 2014.

  • Regal Investment Advisors reported no remaining Nebius Group N.V. position as of Q3 2014 after selling out during the quarter.
  • Regal Investment Advisors sold 787 Nebius Group N.V. shares in Q3 2014, an estimated $28K.
  • Regal Investment Advisors first reported a position in Nebius Group N.V. in Q4 2013 and held it in 2 quarters.
  • Regal Investment Advisors's Nebius Group N.V. position peaked at $28K in Q2 2014.
  • 196 funds tracked by Wall St. Rank held Nebius Group N.V. as of Q3 2014.

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