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Regal Investment Advisors’s NCR Voyix VYX Stock Holding History

Regal Investment Advisors’s Portfolio VYX Stock Details VYX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-36
Closed – – 878
2015
Q3 		$0 Buy
36
+16
+80% +$267 ﹤0.01% 1117
2015
Q2 		$0 Hold
20
– – ﹤0.01% 1028
2015
Q1 		$0 Hold
20
– – ﹤0.01% 1049
2014
Q4 		$0 Sell
20
-270
-93% -$4.74K ﹤0.01% 1006
2014
Q3 		$6K Sell
290
-5
-2% -$101 ﹤0.01% 777
2014
Q2 		$6K Buy
295
+29
+11% +$586 ﹤0.01% 751
2014
Q1 		$6K Buy
266
+7
+3% +$149 ﹤0.01% 726
2013
Q4 		$5K Buy
259
+93
+56% +$2.07K ﹤0.01% 681
2013
Q3 		$4K Sell
166
-5
-3% -$112 ﹤0.01% 738
2013
Q2 		$3K Buy
+171
New +$3.17K ﹤0.01% 765

Other funds holding VYX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
RCMC
Rubric Capital Management (Connecticut) Stamford, Connecticut $6.44M AUM 43.01% 1-Year Est. Return

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

Regal Investment Advisors sold out of NCR Voyix (VYX) in Q4 2015, closing a stake of 36 shares.

Regal Investment Advisors first reported a position in VYX in Q2 2013 and held it in 10 quarters. The position peaked at $6K in Q3 2014. 333 funds tracked by Wall St. Rank hold VYX as of Q4 2015.

  • Regal Investment Advisors reported no remaining NCR Voyix position as of Q4 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 36 NCR Voyix shares in Q4 2015.
  • Regal Investment Advisors first reported a position in NCR Voyix in Q2 2013 and held it in 10 quarters.
  • Regal Investment Advisors's NCR Voyix position peaked at $6K in Q3 2014.
  • 333 funds tracked by Wall St. Rank held NCR Voyix as of Q4 2015.

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