RWG
SAFE

Regal Wealth Group’s Safehold SAFE Stock Holding History

Regal Wealth Group’s Portfolio SAFE Stock Details SAFE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-11
Closed -$1K – 154
2017
Q2 		$1K Hold
11
– – ﹤0.01% 150
2017
Q1 		$1K Hold
11
– – ﹤0.01% 150
2016
Q4 		$1K Hold
11
– – ﹤0.01% 155
2016
Q3 		$1K Hold
11
– – ﹤0.01% 193
2016
Q2 		$0 Hold
11
– – ﹤0.01% 217
2016
Q1 		$1K Hold
11
– – ﹤0.01% 185
2015
Q4 		$1K Buy
+11
New +$673 ﹤0.01% 180

Other funds holding SAFE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VM
Valinor Management New York $32.2M AUM 44.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
REMS
Real Estate Management Services $167M AUM 37.69% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Regal Wealth Group's SAFE Position: Q3 2017 in Review

Regal Wealth Group sold out of Safehold (SAFE) in Q3 2017, closing a stake of 11 shares — an estimated $1K sold.

Regal Wealth Group first reported a position in SAFE in Q4 2015 and held it in 7 quarters. The position peaked at $1K in Q2 2017. 145 funds tracked by Wall St. Rank hold SAFE as of Q3 2017.

  • Regal Wealth Group reported no remaining Safehold position as of Q3 2017 after selling out during the quarter.
  • Regal Wealth Group sold 11 Safehold shares in Q3 2017, an estimated $1K.
  • Regal Wealth Group first reported a position in Safehold in Q4 2015 and held it in 7 quarters.
  • Regal Wealth Group's Safehold position peaked at $1K in Q2 2017.
  • 145 funds tracked by Wall St. Rank held Safehold as of Q3 2017.

Based on Regal Wealth Group's 13F filing for Q3 2017, filed 20 Oct 2017.