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Regal Investment Advisors’s Urban Outfitters URBN Stock Holding History

Regal Investment Advisors’s Portfolio URBN Stock Details URBN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-363
Closed -$10K – 844
2015
Q3 		$10K Hold
363
– – ﹤0.01% 698
2015
Q2 		$12K Sell
363
-107
-23% -$4.14K ﹤0.01% 633
2015
Q1 		$21K Sell
470
-76,846
-99% -$2.99M 0.01% 561
2014
Q4 		$2.72M Buy
+77,316
New +$2.51M 0.73% 37

Other funds holding URBN

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
GAM
Gotham Asset Management New York $32.7B AUM 27.65% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
TGA
Trilogy Global Advisors Winter Park, Florida $712K AUM 8.54% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Regal Investment Advisors's URBN Position: Q4 2015 in Review

Regal Investment Advisors sold out of Urban Outfitters (URBN) in Q4 2015, closing a stake of 363 shares — an estimated $10K sold.

Regal Investment Advisors first reported a position in URBN in Q4 2014 and held it in 4 quarters. The position peaked at $2.72M in Q4 2014. 285 funds tracked by Wall St. Rank hold URBN as of Q4 2015.

  • Regal Investment Advisors reported no remaining Urban Outfitters position as of Q4 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 363 Urban Outfitters shares in Q4 2015, an estimated $10K.
  • Regal Investment Advisors first reported a position in Urban Outfitters in Q4 2014 and held it in 4 quarters.
  • Regal Investment Advisors's Urban Outfitters position peaked at $2.72M in Q4 2014.
  • 285 funds tracked by Wall St. Rank held Urban Outfitters as of Q4 2015.

Based on Regal Investment Advisors's 13F filing for Q4 2015, filed 8 Feb 2016.