RIA
SCAI

Regal Investment Advisors’s Surgical Care Affiliates, Inc. SCAI Stock Holding History

Regal Investment Advisors’s Portfolio SCAI Stock Details SCAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-109,327
Closed -$4.35M – 295
2015
Q4 		$4.35M Buy
+109,327
New +$3.8M 1.13% 15

Other funds holding SCAI

TGHSA
TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 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
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Regal Investment Advisors's SCAI Position: Q1 2016 in Review

Regal Investment Advisors sold out of Surgical Care Affiliates, Inc. (SCAI) in Q1 2016, closing a stake of 109,327 shares — an estimated $4.35M sold.

Regal Investment Advisors first reported a position in SCAI in Q4 2015 and held it in 1 quarter. The position peaked at $4.35M in Q4 2015. 156 funds tracked by Wall St. Rank hold SCAI as of Q1 2016.

  • Regal Investment Advisors reported no remaining Surgical Care Affiliates, Inc. position as of Q1 2016 after selling out during the quarter.
  • Regal Investment Advisors sold 109,327 Surgical Care Affiliates, Inc. shares in Q1 2016, an estimated $4.35M.
  • Regal Investment Advisors first reported a position in Surgical Care Affiliates, Inc. in Q4 2015 and held it in 1 quarter.
  • Regal Investment Advisors's Surgical Care Affiliates, Inc. position peaked at $4.35M in Q4 2015.
  • 156 funds tracked by Wall St. Rank held Surgical Care Affiliates, Inc. as of Q1 2016.

Based on Regal Investment Advisors's 13F filing for Q1 2016, filed 16 May 2016.