RIA
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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
-996
Closed -$5K – 990
2014
Q3 		$5K Hold
996
– – ﹤0.01% 800
2014
Q2 		$6K Hold
996
– – ﹤0.01% 750
2014
Q1 		$6K Hold
996
– – ﹤0.01% 724
2013
Q4 		$5K Hold
996
– – ﹤0.01% 679
2013
Q3 		$6K Hold
996
– – ﹤0.01% 690
2013
Q2 		$5K Buy
+996
New +$5.08K ﹤0.01% 703

Other funds holding SNEX

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PCMF
Private Capital Management (Florida) Naples, Florida $982M AUM 15.98% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 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 $1.73B AUM 27.65% 1-Year Est. Return
JFG
Jefferies Financial Group New York $8.2B AUM 40.95% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return