RIA
SAVE

Regal Investment Advisors’s Spirit Airlines, Inc. SAVE Stock Holding History

Regal Investment Advisors’s Portfolio SAVE Stock Details SAVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-273
Closed -$16K – 959
2014
Q1 		$16K Buy
273
+54
+25% +$2.83K 0.01% 563
2013
Q4 		$10K Buy
+219
New +$9.32K 0.01% 599

Other funds holding SAVE

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
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Regal Investment Advisors's SAVE Position: Q2 2014 in Review

Regal Investment Advisors sold out of Spirit Airlines, Inc. (SAVE) in Q2 2014, closing a stake of 273 shares — an estimated $16K sold.

Regal Investment Advisors first reported a position in SAVE in Q4 2013 and held it in 2 quarters. The position peaked at $16K in Q1 2014. 263 funds tracked by Wall St. Rank hold SAVE as of Q2 2014.

  • Regal Investment Advisors reported no remaining Spirit Airlines, Inc. position as of Q2 2014 after selling out during the quarter.
  • Regal Investment Advisors sold 273 Spirit Airlines, Inc. shares in Q2 2014, an estimated $16K.
  • Regal Investment Advisors first reported a position in Spirit Airlines, Inc. in Q4 2013 and held it in 2 quarters.
  • Regal Investment Advisors's Spirit Airlines, Inc. position peaked at $16K in Q1 2014.
  • 263 funds tracked by Wall St. Rank held Spirit Airlines, Inc. as of Q2 2014.

Based on Regal Investment Advisors's 13F filing for Q2 2014, filed 4 Aug 2014.