RIA
PDLI

Regal Investment Advisors’s PDL BioPharma, Inc. PDLI Stock Holding History

Regal Investment Advisors’s Portfolio PDLI Stock Details PDLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-500
Closed -$2K – 1075
2015
Q3 		$2K Sell
500
-350
-41% -$2.01K ﹤0.01% 966
2015
Q2 		$5K Sell
850
-732
-46% -$4.9K ﹤0.01% 768
2015
Q1 		$11K Sell
1,582
-2,295
-59% -$16.6K ﹤0.01% 679
2014
Q4 		$30K Buy
3,877
+964
+33% +$7.63K 0.01% 474
2014
Q3 		$22K Buy
2,913
+2,409
+478% +$22.4K 0.01% 540
2014
Q2 		$5K Buy
504
+304
+152% +$2.71K ﹤0.01% 779
2014
Q1 		$2K Buy
+200
New +$1.71K ﹤0.01% 843

Other funds holding PDLI

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
GAM
Gotham Asset Management New York $32.7B AUM 27.65% 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
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Regal Investment Advisors's PDLI Position: Q4 2015 in Review

Regal Investment Advisors sold out of PDL BioPharma, Inc. (PDLI) in Q4 2015, closing a stake of 500 shares — an estimated $2K sold.

Regal Investment Advisors first reported a position in PDLI in Q1 2014 and held it in 7 quarters. The position peaked at $30K in Q4 2014. 204 funds tracked by Wall St. Rank hold PDLI as of Q4 2015.

  • Regal Investment Advisors reported no remaining PDL BioPharma, Inc. position as of Q4 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 500 PDL BioPharma, Inc. shares in Q4 2015, an estimated $2K.
  • Regal Investment Advisors first reported a position in PDL BioPharma, Inc. in Q1 2014 and held it in 7 quarters.
  • Regal Investment Advisors's PDL BioPharma, Inc. position peaked at $30K in Q4 2014.
  • 204 funds tracked by Wall St. Rank held PDL BioPharma, Inc. as of Q4 2015.

Based on Regal Investment Advisors's 13F filing for Q4 2015, filed 8 Feb 2016.