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Regal Investment Advisors’s Packaging Corp of America PKG Stock Holding History

Regal Investment Advisors’s Portfolio PKG Stock Details PKG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-40
Closed -$2K – 929
2013
Q3 		$2K Buy
+40
New +$2.17K ﹤0.01% 805

Other funds holding PKG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Regal Investment Advisors's PKG Position: Q4 2013 in Review

Regal Investment Advisors sold out of Packaging Corp of America (PKG) in Q4 2013, closing a stake of 40 shares — an estimated $2K sold.

Regal Investment Advisors first reported a position in PKG in Q3 2013 and held it in 1 quarter. The position peaked at $2K in Q3 2013. 349 funds tracked by Wall St. Rank hold PKG as of Q4 2013.

  • Regal Investment Advisors reported no remaining Packaging Corp of America position as of Q4 2013 after selling out during the quarter.
  • Regal Investment Advisors sold 40 Packaging Corp of America shares in Q4 2013, an estimated $2K.
  • Regal Investment Advisors first reported a position in Packaging Corp of America in Q3 2013 and held it in 1 quarter.
  • Regal Investment Advisors's Packaging Corp of America position peaked at $2K in Q3 2013.
  • 349 funds tracked by Wall St. Rank held Packaging Corp of America as of Q4 2013.

Based on Regal Investment Advisors's 13F filing for Q4 2013, filed 6 Feb 2014.