RIA
AOD

Regal Investment Advisors’s abrdn Total Dynamic Dividend Fund AOD Stock Holding History

Regal Investment Advisors’s Portfolio AOD Stock Details AOD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-1,415
Closed -$13K – 924
2015
Q1 		$13K Buy
+1,415
New +$12.4K ﹤0.01% 634

Other funds holding AOD

1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
HCM
Hilton Capital Management Garden City, New York $1.32B AUM 15.59% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

Regal Investment Advisors's AOD Position: Q2 2015 in Review

Regal Investment Advisors sold out of abrdn Total Dynamic Dividend Fund (AOD) in Q2 2015, closing a stake of 1,415 shares — an estimated $13K sold.

Regal Investment Advisors first reported a position in AOD in Q1 2015 and held it in 1 quarter. The position peaked at $13K in Q1 2015. 75 funds tracked by Wall St. Rank hold AOD as of Q2 2015.

  • Regal Investment Advisors reported no remaining abrdn Total Dynamic Dividend Fund position as of Q2 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 1,415 abrdn Total Dynamic Dividend Fund shares in Q2 2015, an estimated $13K.
  • Regal Investment Advisors first reported a position in abrdn Total Dynamic Dividend Fund in Q1 2015 and held it in 1 quarter.
  • Regal Investment Advisors's abrdn Total Dynamic Dividend Fund position peaked at $13K in Q1 2015.
  • 75 funds tracked by Wall St. Rank held abrdn Total Dynamic Dividend Fund as of Q2 2015.

Based on Regal Investment Advisors's 13F filing for Q2 2015, filed 23 Jul 2015.