RIA
AE

Regal Investment Advisors’s Adams Resources & Energy Inc AE Stock Holding History

Regal Investment Advisors’s Portfolio AE Stock Details AE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-1
Closed – – 907
2015
Q3 		$0 Buy
+1
New +$44 ﹤0.01% 1125

Other funds holding AE

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Regal Investment Advisors sold out of Adams Resources & Energy Inc (AE) in Q4 2015, closing a stake of 1 share.

Regal Investment Advisors first reported a position in AE in Q3 2015 and held it in 1 quarter. The position peaked at $0 in Q3 2015. 56 funds tracked by Wall St. Rank hold AE as of Q4 2015.

  • Regal Investment Advisors reported no remaining Adams Resources & Energy Inc position as of Q4 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 1 Adams Resources & Energy Inc share in Q4 2015.
  • Regal Investment Advisors first reported a position in Adams Resources & Energy Inc in Q3 2015 and held it in 1 quarter.
  • Regal Investment Advisors's Adams Resources & Energy Inc position peaked at $0 in Q3 2015.
  • 56 funds tracked by Wall St. Rank held Adams Resources & Energy Inc as of Q4 2015.

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