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Regal Investment Advisors’s NewMarket NEU Stock Holding History

Regal Investment Advisors’s Portfolio NEU Stock Details NEU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-15
Closed -$7K – 987
2015
Q1 		$7K Hold
15
– – ﹤0.01% 765
2014
Q4 		$6K Sell
15
-35
-70% -$13.5K ﹤0.01% 721
2014
Q3 		$19K Sell
50
-214
-81% -$84.9K 0.01% 562
2014
Q2 		$104K Sell
264
-5,961
-96% -$2.3M 0.04% 274
2014
Q1 		$2.43M Buy
6,225
+1,710
+38% +$606K 1.03% 19
2013
Q4 		$1.51M Buy
4,515
+684
+18% +$215K 0.86% 31
2013
Q3 		$1.11M Sell
3,831
-221
-5% -$61.4K 0.65% 56
2013
Q2 		$1.07M Buy
+4,052
New +$1.09M 0.59% 50

Other funds holding NEU

LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
HCM
Herndon Capital Management Atlanta, Georgia $659M AUM 22.02% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Regal Investment Advisors's NEU Position: Q2 2015 in Review

Regal Investment Advisors sold out of NewMarket (NEU) in Q2 2015, closing a stake of 15 shares — an estimated $7K sold.

Regal Investment Advisors first reported a position in NEU in Q2 2013 and held it in 8 quarters. The position peaked at $2.43M in Q1 2014. 234 funds tracked by Wall St. Rank hold NEU as of Q2 2015.

  • Regal Investment Advisors reported no remaining NewMarket position as of Q2 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 15 NewMarket shares in Q2 2015, an estimated $7K.
  • Regal Investment Advisors first reported a position in NewMarket in Q2 2013 and held it in 8 quarters.
  • Regal Investment Advisors's NewMarket position peaked at $2.43M in Q1 2014.
  • 234 funds tracked by Wall St. Rank held NewMarket as of Q2 2015.

Based on Regal Investment Advisors's 13F filing for Q2 2015, filed 23 Jul 2015.