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Regal Investment Advisors’s Pegasystems PEGA Stock Holding History

Regal Investment Advisors’s Portfolio PEGA Stock Details PEGA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-160
Closed -$1K – 704
2015
Q3 		$1K Hold
160
– – ﹤0.01% 990
2015
Q2 		$1K Sell
160
-250
-61% -$2.76K ﹤0.01% 888
2015
Q1 		$4K Sell
410
-560
-58% -$5.79K ﹤0.01% 845
2014
Q4 		$10K Buy
970
+730
+304% +$7.48K ﹤0.01% 637
2014
Q3 		$2K Sell
240
-620
-72% -$6.69K ﹤0.01% 882
2014
Q2 		$9K Sell
860
-580
-40% -$5.55K ﹤0.01% 692
2014
Q1 		$6K Buy
1,440
+800
+125% +$8.63K ﹤0.01% 721
2013
Q4 		$8K Sell
640
-2,640
-80% -$28.9K ﹤0.01% 623
2013
Q3 		$33K Buy
3,280
+120
+4% +$1.1K 0.02% 376
2013
Q2 		$26K Buy
+3,160
New +$23.3K 0.01% 404

Other funds holding PEGA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCM
Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Regal Investment Advisors sold out of Pegasystems (PEGA) in Q4 2015, closing a stake of 160 shares — an estimated $1K sold.

Regal Investment Advisors first reported a position in PEGA in Q2 2013 and held it in 10 quarters. The position peaked at $33K in Q3 2013. 149 funds tracked by Wall St. Rank hold PEGA as of Q4 2015.

  • Regal Investment Advisors reported no remaining Pegasystems position as of Q4 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 160 Pegasystems shares in Q4 2015, an estimated $1K.
  • Regal Investment Advisors first reported a position in Pegasystems in Q2 2013 and held it in 10 quarters.
  • Regal Investment Advisors's Pegasystems position peaked at $33K in Q3 2013.
  • 149 funds tracked by Wall St. Rank held Pegasystems as of Q4 2015.

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