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Regal Investment Advisors’s American States Water AWR Stock Holding History

Regal Investment Advisors’s Portfolio AWR Stock Details AWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-3,325
Closed -$101K – 917
2014
Q3 		$101K Hold
3,325
– – 0.03% 302
2014
Q2 		$110K Hold
3,325
– – 0.04% 268
2014
Q1 		$107K Hold
3,325
– – 0.05% 256
2013
Q4 		$96K Sell
3,325
-875
-21% -$24.6K 0.06% 213
2013
Q3 		$116K Hold
4,200
– – 0.07% 219
2013
Q2 		$113K Buy
+4,200
New +$115K 0.06% 219

Other funds holding AWR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CRCP
Copper Rock Capital Partners Boston, Massachusetts $296M AUM 28.61% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Regal Investment Advisors's AWR Position: Q4 2014 in Review

Regal Investment Advisors sold out of American States Water (AWR) in Q4 2014, closing a stake of 3,325 shares — an estimated $101K sold.

Regal Investment Advisors first reported a position in AWR in Q2 2013 and held it in 6 quarters. The position peaked at $116K in Q3 2013. 213 funds tracked by Wall St. Rank hold AWR as of Q4 2014.

  • Regal Investment Advisors reported no remaining American States Water position as of Q4 2014 after selling out during the quarter.
  • Regal Investment Advisors sold 3,325 American States Water shares in Q4 2014, an estimated $101K.
  • Regal Investment Advisors first reported a position in American States Water in Q2 2013 and held it in 6 quarters.
  • Regal Investment Advisors's American States Water position peaked at $116K in Q3 2013.
  • 213 funds tracked by Wall St. Rank held American States Water as of Q4 2014.

Based on Regal Investment Advisors's 13F filing for Q4 2014, filed 11 Feb 2015.