RIA
XONE

Regal Investment Advisors’s The ExOne Company XONE Stock Holding History

Regal Investment Advisors’s Portfolio XONE Stock Details XONE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-452
Closed -$3K – 946
2015
Q3 		$3K Buy
452
+131
+41% +$1.09K ﹤0.01% 909
2015
Q2 		$3K Buy
321
+21
+7% +$280 ﹤0.01% 822
2015
Q1 		$4K Buy
+300
New +$4.47K ﹤0.01% 854

Other funds holding XONE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Regal Investment Advisors sold out of The ExOne Company (XONE) in Q4 2015, closing a stake of 452 shares — an estimated $3K sold.

Regal Investment Advisors first reported a position in XONE in Q1 2015 and held it in 3 quarters. The position peaked at $4K in Q1 2015. 63 funds tracked by Wall St. Rank hold XONE as of Q4 2015.

  • Regal Investment Advisors reported no remaining The ExOne Company position as of Q4 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 452 The ExOne Company shares in Q4 2015, an estimated $3K.
  • Regal Investment Advisors first reported a position in The ExOne Company in Q1 2015 and held it in 3 quarters.
  • Regal Investment Advisors's The ExOne Company position peaked at $4K in Q1 2015.
  • 63 funds tracked by Wall St. Rank held The ExOne Company as of Q4 2015.

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