RIA
AKP

Regal Investment Advisors’s Alliance Californa Muni Fd AKP Stock Holding History

Regal Investment Advisors’s Portfolio AKP Stock Details AKP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-900
Closed -$12K – 985
2015
Q3 		$12K Buy
+900
New +$12.1K ﹤0.01% 659

Other funds holding AKP

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

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

Regal Investment Advisors sold out of Alliance Californa Muni Fd (AKP) in Q4 2015, closing a stake of 900 shares — an estimated $12K sold.

Regal Investment Advisors first reported a position in AKP in Q3 2015 and held it in 1 quarter. The position peaked at $12K in Q3 2015. 20 funds tracked by Wall St. Rank hold AKP as of Q4 2015.

  • Regal Investment Advisors reported no remaining Alliance Californa Muni Fd position as of Q4 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 900 Alliance Californa Muni Fd shares in Q4 2015, an estimated $12K.
  • Regal Investment Advisors first reported a position in Alliance Californa Muni Fd in Q3 2015 and held it in 1 quarter.
  • Regal Investment Advisors's Alliance Californa Muni Fd position peaked at $12K in Q3 2015.
  • 20 funds tracked by Wall St. Rank held Alliance Californa Muni Fd as of Q4 2015.

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