RIA
SWY

Regal Investment Advisors’s SAFEWAY INC SWY Stock Holding History

Regal Investment Advisors’s Portfolio SWY Stock Details SWY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-115
Closed -$4K – 1089
2014
Q4 		$4K Buy
115
+1
+0.9% +$35 ﹤0.01% 792
2014
Q3 		$4K Hold
114
– – ﹤0.01% 834
2014
Q2 		$4K Sell
114
-12
-10% -$410 ﹤0.01% 800
2014
Q1 		$4K Buy
126
+1
+0.8% +$31 ﹤0.01% 780
2013
Q4 		$4K Hold
125
– – ﹤0.01% 715
2013
Q3 		$4K Buy
125
+1
+0.8% +$24 ﹤0.01% 749
2013
Q2 		$3K Buy
+124
New +$2.71K ﹤0.01% 776

Other funds holding SWY

California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
H
Hexavest Montreal, Quebec, Canada $1.64B AUM 28.34% 1-Year Est. Return

Regal Investment Advisors's SWY Position: Q1 2015 in Review

Regal Investment Advisors sold out of SAFEWAY INC (SWY) in Q1 2015, closing a stake of 115 shares — an estimated $4K sold.

Regal Investment Advisors first reported a position in SWY in Q2 2013 and held it in 7 quarters. The position peaked at $4K in Q4 2014. 2 funds tracked by Wall St. Rank hold SWY as of Q1 2015.

  • Regal Investment Advisors reported no remaining SAFEWAY INC position as of Q1 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 115 SAFEWAY INC shares in Q1 2015, an estimated $4K.
  • Regal Investment Advisors first reported a position in SAFEWAY INC in Q2 2013 and held it in 7 quarters.
  • Regal Investment Advisors's SAFEWAY INC position peaked at $4K in Q4 2014.
  • 2 funds tracked by Wall St. Rank held SAFEWAY INC as of Q1 2015.

Based on Regal Investment Advisors's 13F filing for Q1 2015, filed 30 Apr 2015.