RIA
SLM icon

Regal Investment Advisors’s SLM Corp SLM Stock Holding History

Regal Investment Advisors’s Portfolio SLM Stock Details SLM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-825
Closed -$7K – 946
2014
Q1 		$7K Sell
825
-387
-32% -$3.38K ﹤0.01% 701
2013
Q4 		$11K Sell
1,212
-14
-1% -$129 0.01% 583
2013
Q3 		$11K Buy
1,226
+412
+51% +$3.6K 0.01% 587
2013
Q2 		$7K Buy
+814
New +$6.35K ﹤0.01% 653

Other funds holding SLM

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

Regal Investment Advisors sold out of SLM Corp (SLM) in Q2 2014, closing a stake of 825 shares — an estimated $7K sold.

Regal Investment Advisors first reported a position in SLM in Q2 2013 and held it in 4 quarters. The position peaked at $11K in Q4 2013. 297 funds tracked by Wall St. Rank hold SLM as of Q2 2014.

  • Regal Investment Advisors reported no remaining SLM Corp position as of Q2 2014 after selling out during the quarter.
  • Regal Investment Advisors sold 825 SLM Corp shares in Q2 2014, an estimated $7K.
  • Regal Investment Advisors first reported a position in SLM Corp in Q2 2013 and held it in 4 quarters.
  • Regal Investment Advisors's SLM Corp position peaked at $11K in Q4 2013.
  • 297 funds tracked by Wall St. Rank held SLM Corp as of Q2 2014.

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