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Regal Investment Advisors’s Vera Bradley VRA Stock Holding History

Regal Investment Advisors’s Portfolio VRA Stock Details VRA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-887
Closed -$18K – 1005
2014
Q3 		$18K Hold
887
– – 0.01% 581
2014
Q2 		$19K Sell
887
-33
-4% -$869 0.01% 561
2014
Q1 		$25K Sell
920
-58,002
-98% -$1.49M 0.01% 467
2013
Q4 		$1.42M Buy
58,922
+13,835
+31% +$317K 0.81% 44
2013
Q3 		$926K Buy
45,087
+47
+0.1% +$1K 0.54% 71
2013
Q2 		$976K Buy
+45,040
New +$1M 0.54% 64

Other funds holding VRA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DCM
Daruma Capital Management New York $879M AUM 2.11% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return
GAM
Gotham Asset Management New York $32.7B AUM 27.65% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Regal Investment Advisors's VRA Position: Q4 2014 in Review

Regal Investment Advisors sold out of Vera Bradley (VRA) in Q4 2014, closing a stake of 887 shares — an estimated $18K sold.

Regal Investment Advisors first reported a position in VRA in Q2 2013 and held it in 6 quarters. The position peaked at $1.42M in Q4 2013. 126 funds tracked by Wall St. Rank hold VRA as of Q4 2014.

  • Regal Investment Advisors reported no remaining Vera Bradley position as of Q4 2014 after selling out during the quarter.
  • Regal Investment Advisors sold 887 Vera Bradley shares in Q4 2014, an estimated $18K.
  • Regal Investment Advisors first reported a position in Vera Bradley in Q2 2013 and held it in 6 quarters.
  • Regal Investment Advisors's Vera Bradley position peaked at $1.42M in Q4 2013.
  • 126 funds tracked by Wall St. Rank held Vera Bradley as of Q4 2014.

Based on Regal Investment Advisors's 13F filing for Q4 2014, filed 11 Feb 2015.