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Regal Investment Advisors’s NLI Holdings NL Stock Holding History

Regal Investment Advisors’s Portfolio NL Stock Details NL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-200
Closed -$2K – 917
2013
Q3 		$2K Hold
200
– – ﹤0.01% 804
2013
Q2 		$2K Buy
+200
New +$2.29K ﹤0.01% 800

Other funds holding NL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Regal Investment Advisors sold out of NLI Holdings (NL) in Q4 2013, closing a stake of 200 shares — an estimated $2K sold.

Regal Investment Advisors first reported a position in NL in Q2 2013 and held it in 2 quarters. The position peaked at $2K in Q3 2013. 38 funds tracked by Wall St. Rank hold NL as of Q4 2013.

  • Regal Investment Advisors reported no remaining NLI Holdings position as of Q4 2013 after selling out during the quarter.
  • Regal Investment Advisors sold 200 NLI Holdings shares in Q4 2013, an estimated $2K.
  • Regal Investment Advisors first reported a position in NLI Holdings in Q2 2013 and held it in 2 quarters.
  • Regal Investment Advisors's NLI Holdings position peaked at $2K in Q3 2013.
  • 38 funds tracked by Wall St. Rank held NLI Holdings as of Q4 2013.

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