RIA
NXGN

Regal Investment Advisors’s NextGen Healthcare, Inc. Common Stock NXGN Stock Holding History

Regal Investment Advisors’s Portfolio NXGN Stock Details NXGN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-200
Closed -$3K – 1018
2014
Q3 		$3K Sell
200
-200
-50% -$3.03K ﹤0.01% 860
2014
Q2 		$6K Hold
400
– – ﹤0.01% 752
2014
Q1 		$7K Hold
400
– – ﹤0.01% 707
2013
Q4 		$8K Hold
400
– – ﹤0.01% 626
2013
Q3 		$9K Hold
400
– – 0.01% 624
2013
Q2 		$8K Buy
+400
New +$7.29K ﹤0.01% 641

Other funds holding NXGN

BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
CPCM
Clifton Park Capital Management Wilmington, Delaware $881M AUM 5.59% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Regal Investment Advisors's NXGN Position: Q4 2014 in Review

Regal Investment Advisors sold out of NextGen Healthcare, Inc. Common Stock (NXGN) in Q4 2014, closing a stake of 200 shares — an estimated $3K sold.

Regal Investment Advisors first reported a position in NXGN in Q2 2013 and held it in 6 quarters. The position peaked at $9K in Q3 2013. 174 funds tracked by Wall St. Rank hold NXGN as of Q4 2014.

  • Regal Investment Advisors reported no remaining NextGen Healthcare, Inc. Common Stock position as of Q4 2014 after selling out during the quarter.
  • Regal Investment Advisors sold 200 NextGen Healthcare, Inc. Common Stock shares in Q4 2014, an estimated $3K.
  • Regal Investment Advisors first reported a position in NextGen Healthcare, Inc. Common Stock in Q2 2013 and held it in 6 quarters.
  • Regal Investment Advisors's NextGen Healthcare, Inc. Common Stock position peaked at $9K in Q3 2013.
  • 174 funds tracked by Wall St. Rank held NextGen Healthcare, Inc. Common Stock as of Q4 2014.

Based on Regal Investment Advisors's 13F filing for Q4 2014, filed 11 Feb 2015.