Regal Investment Advisors’s ASSOCIATED ESTATES REALTY CORP AEC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2015
Q3
Sell
-200
Closed -$5K 1177
2015
Q2
$5K Sell
200
-700
-78% -$19.3K ﹤0.01% 767
2015
Q1
$22K Hold
900
0.01% 553
2014
Q4
$21K Hold
900
0.01% 523
2014
Q3
$16K Hold
900
﹤0.01% 607
2014
Q2
$16K Hold
900
0.01% 589
2014
Q1
$15K Hold
900
0.01% 579
2013
Q4
$14K Sell
900
-300
-25% -$4.63K 0.01% 536
2013
Q3
$18K Buy
+1,200
New +$18.3K 0.01% 499

Regal Investment Advisors's AEC Position: Q3 2015 in Review

Regal Investment Advisors sold out of ASSOCIATED ESTATES REALTY CORP (AEC) in Q3 2015, closing a stake of 200 shares — an estimated $5K sold.

Regal Investment Advisors first reported a position in AEC in Q3 2013 and held it in 8 quarters. The position peaked at $22K in Q1 2015. 0 funds tracked by Wall St. Rank hold AEC as of Q3 2015.

  • Regal Investment Advisors reported no remaining ASSOCIATED ESTATES REALTY CORP position as of Q3 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 200 ASSOCIATED ESTATES REALTY CORP shares in Q3 2015, an estimated $5K.
  • Regal Investment Advisors first reported a position in ASSOCIATED ESTATES REALTY CORP in Q3 2013 and held it in 8 quarters.
  • Regal Investment Advisors's ASSOCIATED ESTATES REALTY CORP position peaked at $22K in Q1 2015.
  • 0 funds tracked by Wall St. Rank held ASSOCIATED ESTATES REALTY CORP as of Q3 2015.

Based on Regal Investment Advisors's 13F filing for Q3 2015, filed 12 Nov 2015.