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Regal Investment Advisors’s Precigen PGEN Stock Holding History

Regal Investment Advisors’s Portfolio PGEN Stock Details PGEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-515
Closed -$16K – 707
2015
Q3 		$16K Sell
515
-413
-45% -$20.2K ﹤0.01% 608
2015
Q2 		$44K Buy
928
+175
+23% +$7.38K 0.01% 441
2015
Q1 		$33K Buy
+753
New +$27.1K 0.01% 495

Other funds holding PGEN

TS
Third Security Radford, Virginia $241M AUM 45.43% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

Regal Investment Advisors sold out of Precigen (PGEN) in Q4 2015, closing a stake of 515 shares — an estimated $16K sold.

Regal Investment Advisors first reported a position in PGEN in Q1 2015 and held it in 3 quarters. The position peaked at $44K in Q2 2015. 180 funds tracked by Wall St. Rank hold PGEN as of Q4 2015.

  • Regal Investment Advisors reported no remaining Precigen position as of Q4 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 515 Precigen shares in Q4 2015, an estimated $16K.
  • Regal Investment Advisors first reported a position in Precigen in Q1 2015 and held it in 3 quarters.
  • Regal Investment Advisors's Precigen position peaked at $44K in Q2 2015.
  • 180 funds tracked by Wall St. Rank held Precigen as of Q4 2015.

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