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RegentAtlantic Capital’s StoneX SNEX Stock Holding History

RegentAtlantic Capital’s Portfolio SNEX Stock Details SNEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-6,581
Closed -$33.1K – 848
2014
Q4 		$33.1K Buy
+6,581
New +$23.4K ﹤0.01% 661

Other funds holding SNEX

NTCM
Nine Ten Capital Management Chicago, Illinois $321M AUM 44.58% 1-Year Est. Return
PCMF
Private Capital Management (Florida) Naples, Florida $1.14B AUM 34.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return

RegentAtlantic Capital's SNEX Position: Q1 2015 in Review

RegentAtlantic Capital sold out of StoneX (SNEX) in Q1 2015, closing a stake of 6,581 shares — an estimated $33.1K sold.

RegentAtlantic Capital first reported a position in SNEX in Q4 2014 and held it in 1 quarter. The position peaked at $33.1K in Q4 2014. 114 funds tracked by Wall St. Rank hold SNEX as of Q1 2015.

  • RegentAtlantic Capital reported no remaining StoneX position as of Q1 2015 after selling out during the quarter.
  • RegentAtlantic Capital sold 6,581 StoneX shares in Q1 2015, an estimated $33.1K.
  • RegentAtlantic Capital first reported a position in StoneX in Q4 2014 and held it in 1 quarter.
  • RegentAtlantic Capital's StoneX position peaked at $33.1K in Q4 2014.
  • 114 funds tracked by Wall St. Rank held StoneX as of Q1 2015.

Based on RegentAtlantic Capital's 13F filing for Q1 2015, filed 27 Apr 2015.