Regal Investment Advisors’s CEMIG Preferred Shares CIG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	–	Sell	-1,373	Closed	-$3K	–	980
2014 Q4	$3K	Buy	+1,373	New	+$3.89K	﹤0.01%	797
2014 Q3	–	Sell	-3,931	Closed	-$16K	–	941
2014 Q2	$16K	Sell	3,931 -9,864	-72%	-$37.5K	0.01%	580
2014 Q1	$48K	Sell	13,795 -3,931	-22%	-$11.6K	0.02%	350
2013 Q4	$41K	Buy	17,726 +2,873	+19%	+$9.52K	0.02%	316
2013 Q3	$50K	Buy	14,853 +14,407	+3,230%	+$48.9K	0.03%	298
2013 Q2	$2K	Buy	+446	New	+$1.8K	﹤0.01%	788

Other funds holding CIG

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

OCM

Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Regal Investment Advisors's CIG Position: Q1 2015 in Review

Regal Investment Advisors sold out of CEMIG Preferred Shares (CIG) in Q1 2015, closing a stake of 1,373 shares — an estimated $3K sold.

Regal Investment Advisors first reported a position in CIG in Q2 2013 and held it in 6 quarters. The position peaked at $50K in Q3 2013. 154 funds tracked by Wall St. Rank hold CIG as of Q1 2015.

Regal Investment Advisors reported no remaining CEMIG Preferred Shares position as of Q1 2015 after selling out during the quarter.
Regal Investment Advisors sold 1,373 CEMIG Preferred Shares shares in Q1 2015, an estimated $3K.
Regal Investment Advisors first reported a position in CEMIG Preferred Shares in Q2 2013 and held it in 6 quarters.
Regal Investment Advisors's CEMIG Preferred Shares position peaked at $50K in Q3 2013.
154 funds tracked by Wall St. Rank held CEMIG Preferred Shares as of Q1 2015.

Based on Regal Investment Advisors's 13F filing for Q1 2015, filed 30 Apr 2015.