RIA
SONC

Regal Investment Advisors’s Sonic Corp SONC Stock Holding History

Regal Investment Advisors’s Portfolio SONC Stock Details SONC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-840
Closed -$17K – 962
2013
Q4 		$17K Buy
+840
New +$16.3K 0.01% 501

Other funds holding SONC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
LOAMU
Lombard Odier Asset Management (USA) New York $957M AUM 35.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SCM
Sigma Capital Management Stamford, Connecticut $1.95B AUM 42.86% 1-Year Est. Return

Regal Investment Advisors's SONC Position: Q1 2014 in Review

Regal Investment Advisors sold out of Sonic Corp (SONC) in Q1 2014, closing a stake of 840 shares — an estimated $17K sold.

Regal Investment Advisors first reported a position in SONC in Q4 2013 and held it in 1 quarter. The position peaked at $17K in Q4 2013. 170 funds tracked by Wall St. Rank hold SONC as of Q1 2014.

  • Regal Investment Advisors reported no remaining Sonic Corp position as of Q1 2014 after selling out during the quarter.
  • Regal Investment Advisors sold 840 Sonic Corp shares in Q1 2014, an estimated $17K.
  • Regal Investment Advisors first reported a position in Sonic Corp in Q4 2013 and held it in 1 quarter.
  • Regal Investment Advisors's Sonic Corp position peaked at $17K in Q4 2013.
  • 170 funds tracked by Wall St. Rank held Sonic Corp as of Q1 2014.

Based on Regal Investment Advisors's 13F filing for Q1 2014, filed 18 Apr 2014.