Regal Investment Advisors’s Air Products & Chemicals APD Stock Holding History

Regal Investment Advisors’s Portfolio APD Stock Details APD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-1,187	Closed	-$140K	–	296
2015 Q3	$140K	Sell	1,187 -983	-45%	-$125K	0.04%	299
2015 Q2	$274K	Buy	2,170 +201	+10%	+$27.4K	0.07%	199
2015 Q1	$275K	Buy	1,969 +581	+42%	+$80.4K	0.07%	209
2014 Q4	$185K	Sell	1,388 -1,758	-56%	-$222K	0.05%	240
2014 Q3	$379K	Buy	3,146 +554	+21%	+$67.7K	0.11%	161
2014 Q2	$308K	Sell	2,592 -108	-4%	-$12K	0.11%	162
2014 Q1	$297K	Buy	2,700 +540	+25%	+$57.3K	0.13%	155
2013 Q4	$223K	Sell	2,160 -757	-26%	-$76.3K	0.13%	146
2013 Q3	$288K	Buy	2,917 +1,254	+75%	+$119K	0.17%	138
2013 Q2	$141K	Buy	+1,663	New	+$140K	0.08%	192

Other funds holding APD

PSCM

Pershing Square Capital Management New York $19.5B AUM 2.08% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Regal Investment Advisors sold out of Air Products & Chemicals (APD) in Q4 2015, closing a stake of 1,187 shares — an estimated $140K sold.

Regal Investment Advisors first reported a position in APD in Q2 2013 and held it in 10 quarters. The position peaked at $379K in Q3 2014. 810 funds tracked by Wall St. Rank hold APD as of Q4 2015.

Regal Investment Advisors reported no remaining Air Products & Chemicals position as of Q4 2015 after selling out during the quarter.
Regal Investment Advisors sold 1,187 Air Products & Chemicals shares in Q4 2015, an estimated $140K.
Regal Investment Advisors first reported a position in Air Products & Chemicals in Q2 2013 and held it in 10 quarters.
Regal Investment Advisors's Air Products & Chemicals position peaked at $379K in Q3 2014.
810 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q4 2015.

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