RIA
BIE

Regal Investment Advisors’s BLACKROCK MUNICIPAL BOND INVESTMENT TRUST BIE Stock Holding History

Regal Investment Advisors’s Portfolio BIE Stock Details BIE 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 – 1047
2015
Q3 		$12K Buy
+900
New +$12.8K ﹤0.01% 661

Other funds holding BIE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
TCM
Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MFS
MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 1-Year Est. Return

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

Regal Investment Advisors sold out of BLACKROCK MUNICIPAL BOND INVESTMENT TRUST (BIE) in Q4 2015, closing a stake of 900 shares — an estimated $12K sold.

Regal Investment Advisors first reported a position in BIE in Q3 2015 and held it in 1 quarter. The position peaked at $12K in Q3 2015. 14 funds tracked by Wall St. Rank hold BIE as of Q4 2015.

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

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