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Regal Wealth Group’s Grand Canyon Education LOPE Stock Holding History

Regal Wealth Group’s Portfolio LOPE Stock Details LOPE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-45
Closed -$2K – 174
2016
Q3 		$2K Hold
45
– – ﹤0.01% 181
2016
Q2 		$2K Hold
45
– – ﹤0.01% 190
2016
Q1 		$2K Hold
45
– – ﹤0.01% 168
2015
Q4 		$2K Buy
+45
New +$1.77K ﹤0.01% 164

Other funds holding LOPE

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
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

Regal Wealth Group sold out of Grand Canyon Education (LOPE) in Q4 2016, closing a stake of 45 shares — an estimated $2K sold.

Regal Wealth Group first reported a position in LOPE in Q4 2015 and held it in 4 quarters. The position peaked at $2K in Q3 2016. 223 funds tracked by Wall St. Rank hold LOPE as of Q4 2016.

  • Regal Wealth Group reported no remaining Grand Canyon Education position as of Q4 2016 after selling out during the quarter.
  • Regal Wealth Group sold 45 Grand Canyon Education shares in Q4 2016, an estimated $2K.
  • Regal Wealth Group first reported a position in Grand Canyon Education in Q4 2015 and held it in 4 quarters.
  • Regal Wealth Group's Grand Canyon Education position peaked at $2K in Q3 2016.
  • 223 funds tracked by Wall St. Rank held Grand Canyon Education as of Q4 2016.

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