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Regal Investment Advisors’s StoneX SNEX Stock Holding History

Regal Investment Advisors’s Portfolio SNEX Stock Details SNEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-1,493
Closed -$5K – 990
2014
Q3 		$5K Hold
1,493
– – ﹤0.01% 800
2014
Q2 		$6K Hold
1,493
– – ﹤0.01% 750
2014
Q1 		$6K Hold
1,493
– – ﹤0.01% 724
2013
Q4 		$5K Hold
1,493
– – ﹤0.01% 679
2013
Q3 		$6K Hold
1,493
– – ﹤0.01% 690
2013
Q2 		$5K Buy
+1,493
New +$5.07K ﹤0.01% 703

Other funds holding SNEX

NTP
Nine Ten Partners Evanston, Illinois $308M AUM
PCMF
Private Capital Management (Florida) Naples, Florida $1.14B AUM 34.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
CSC
Cove Street Capital El Segundo, California $76.6M AUM 36% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
JFG
Jefferies Financial Group New York $15.2B AUM 55.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Regal Investment Advisors's SNEX Position: Q4 2014 in Review

Regal Investment Advisors sold out of StoneX (SNEX) in Q4 2014, closing a stake of 1,493 shares — an estimated $5K sold.

Regal Investment Advisors first reported a position in SNEX in Q2 2013 and held it in 6 quarters. The position peaked at $6K in Q2 2014. 85 funds tracked by Wall St. Rank hold SNEX as of Q4 2014.

  • Regal Investment Advisors reported no remaining StoneX position as of Q4 2014 after selling out during the quarter.
  • Regal Investment Advisors sold 1,493 StoneX shares in Q4 2014, an estimated $5K.
  • Regal Investment Advisors first reported a position in StoneX in Q2 2013 and held it in 6 quarters.
  • Regal Investment Advisors's StoneX position peaked at $6K in Q2 2014.
  • 85 funds tracked by Wall St. Rank held StoneX as of Q4 2014.

Based on Regal Investment Advisors's 13F filing for Q4 2014, filed 11 Feb 2015.