RWG
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Regal Wealth Group’s Five Below FIVE Stock Holding History

Regal Wealth Group’s Portfolio FIVE Stock Details FIVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-36
Closed -$1K – 168
2016
Q3 		$1K Hold
36
– – ﹤0.01% 190
2016
Q2 		$2K Hold
36
– – ﹤0.01% 187
2016
Q1 		$1K Hold
36
– – ﹤0.01% 183
2015
Q4 		$1K Buy
+36
New +$1.15K ﹤0.01% 177

Other funds holding FIVE

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Regal Wealth Group's FIVE Position: Q4 2016 in Review

Regal Wealth Group sold out of Five Below (FIVE) in Q4 2016, closing a stake of 36 shares — an estimated $1K sold.

Regal Wealth Group first reported a position in FIVE in Q4 2015 and held it in 4 quarters. The position peaked at $2K in Q2 2016. 237 funds tracked by Wall St. Rank hold FIVE as of Q4 2016.

  • Regal Wealth Group reported no remaining Five Below position as of Q4 2016 after selling out during the quarter.
  • Regal Wealth Group sold 36 Five Below shares in Q4 2016, an estimated $1K.
  • Regal Wealth Group first reported a position in Five Below in Q4 2015 and held it in 4 quarters.
  • Regal Wealth Group's Five Below position peaked at $2K in Q2 2016.
  • 237 funds tracked by Wall St. Rank held Five Below as of Q4 2016.

Based on Regal Wealth Group's 13F filing for Q4 2016, filed 9 Aug 2017.