Regal Investment Advisors’s Old Republic International ORI Stock Holding History

Regal Investment Advisors’s Portfolio ORI Stock Details ORI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	–	Sell	-10,934	Closed	-$203K	–	279
2015 Q4	$203K	Sell	10,934 -100	-0.9%	-$1.8K	0.05%	246
2015 Q3	$172K	Buy	11,034 +157	+1%	+$2.52K	0.04%	258
2015 Q2	$170K	Buy	10,877 +249	+2%	+$3.84K	0.05%	266
2015 Q1	$159K	Buy	10,628 +1,000	+10%	+$14.7K	0.04%	279
2014 Q4	$141K	Buy	9,628 +8,628	+863%	+$126K	0.04%	260
2014 Q3	$14K	Buy	+1,000	New	+$15.3K	﹤0.01%	623

Other funds holding ORI

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Regal Investment Advisors's ORI Position: Q1 2016 in Review

Regal Investment Advisors sold out of Old Republic International (ORI) in Q1 2016, closing a stake of 10,934 shares — an estimated $203K sold.

Regal Investment Advisors first reported a position in ORI in Q3 2014 and held it in 6 quarters. The position peaked at $203K in Q4 2015. 364 funds tracked by Wall St. Rank hold ORI as of Q1 2016.

Regal Investment Advisors reported no remaining Old Republic International position as of Q1 2016 after selling out during the quarter.
Regal Investment Advisors sold 10,934 Old Republic International shares in Q1 2016, an estimated $203K.
Regal Investment Advisors first reported a position in Old Republic International in Q3 2014 and held it in 6 quarters.
Regal Investment Advisors's Old Republic International position peaked at $203K in Q4 2015.
364 funds tracked by Wall St. Rank held Old Republic International as of Q1 2016.

Based on Regal Investment Advisors's 13F filing for Q1 2016, filed 16 May 2016.