RIA
CSG

Regal Investment Advisors’s CHAMBERS STR PPTYS COM CSG Stock Holding History

Regal Investment Advisors’s Portfolio CSG Stock Details CSG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-4,123
Closed -$31K – 1063
2014
Q3 		$31K Hold
4,123
– – 0.01% 485
2014
Q2 		$33K Hold
4,123
– – 0.01% 453
2014
Q1 		$32K Hold
4,123
– – 0.01% 432
2013
Q4 		$32K Buy
+4,123
New +$35.1K 0.02% 367

Other funds holding CSG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BL
BCWM LLC Overland Park, Kansas $353M AUM 20.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Regal Investment Advisors sold out of CHAMBERS STR PPTYS COM (CSG) in Q4 2014, closing a stake of 4,123 shares — an estimated $31K sold.

Regal Investment Advisors first reported a position in CSG in Q4 2013 and held it in 4 quarters. The position peaked at $33K in Q2 2014. 193 funds tracked by Wall St. Rank hold CSG as of Q4 2014.

  • Regal Investment Advisors reported no remaining CHAMBERS STR PPTYS COM position as of Q4 2014 after selling out during the quarter.
  • Regal Investment Advisors sold 4,123 CHAMBERS STR PPTYS COM shares in Q4 2014, an estimated $31K.
  • Regal Investment Advisors first reported a position in CHAMBERS STR PPTYS COM in Q4 2013 and held it in 4 quarters.
  • Regal Investment Advisors's CHAMBERS STR PPTYS COM position peaked at $33K in Q2 2014.
  • 193 funds tracked by Wall St. Rank held CHAMBERS STR PPTYS COM as of Q4 2014.

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