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Regal Investment Advisors’s Vodafone VOD Stock Holding History

Regal Investment Advisors’s Portfolio VOD Stock Details VOD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-1,582
Closed -$50K – 869
2015
Q3 		$50K Buy
1,582
+522
+49% +$18.6K 0.01% 431
2015
Q2 		$38K Sell
1,060
-30
-3% -$1.08K 0.01% 464
2015
Q1 		$36K Sell
1,090
-2,022
-65% -$69.5K 0.01% 471
2014
Q4 		$106K Sell
3,112
-1,378
-31% -$46.4K 0.03% 296
2014
Q3 		$148K Buy
4,490
+326
+8% +$10.9K 0.04% 257
2014
Q2 		$139K Sell
4,164
-166
-4% -$5.88K 0.05% 240
2014
Q1 		$159K Sell
4,330
-3,795
-47% -$146K 0.07% 214
2013
Q4 		$326K Buy
8,125
+1,180
+17% +$44.4K 0.19% 128
2013
Q3 		$249K Sell
6,945
-1,068
-13% -$33.8K 0.15% 148
2013
Q2 		$243K Buy
+8,013
New +$239K 0.13% 147

Other funds holding VOD

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IC
Institutional Capital Chicago, Illinois $6.75B AUM 3.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

Regal Investment Advisors sold out of Vodafone (VOD) in Q4 2015, closing a stake of 1,582 shares — an estimated $50K sold.

Regal Investment Advisors first reported a position in VOD in Q2 2013 and held it in 10 quarters. The position peaked at $326K in Q4 2013. 620 funds tracked by Wall St. Rank hold VOD as of Q4 2015.

  • Regal Investment Advisors reported no remaining Vodafone position as of Q4 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 1,582 Vodafone shares in Q4 2015, an estimated $50K.
  • Regal Investment Advisors first reported a position in Vodafone in Q2 2013 and held it in 10 quarters.
  • Regal Investment Advisors's Vodafone position peaked at $326K in Q4 2013.
  • 620 funds tracked by Wall St. Rank held Vodafone as of Q4 2015.

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