RIA
CSP

Regal Investment Advisors’s AMER STRATEGIC INCM PTFL-III CSP Stock Holding History

Regal Investment Advisors’s Portfolio CSP Stock Details CSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-8
Closed – – 1025
2013
Q3 		$0 Hold
8
– – ﹤0.01% 978
2013
Q2 		$0 Buy
+8
New +$58 ﹤0.01% 916

Other funds holding CSP

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
IA
Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
WCM
Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Regal Investment Advisors's CSP Position: Q4 2013 in Review

Regal Investment Advisors sold out of AMER STRATEGIC INCM PTFL-III (CSP) in Q4 2013, closing a stake of 8 shares.

Regal Investment Advisors first reported a position in CSP in Q2 2013 and held it in 2 quarters. The position peaked at $0 in Q3 2013. 27 funds tracked by Wall St. Rank hold CSP as of Q4 2013.

  • Regal Investment Advisors reported no remaining AMER STRATEGIC INCM PTFL-III position as of Q4 2013 after selling out during the quarter.
  • Regal Investment Advisors sold 8 AMER STRATEGIC INCM PTFL-III shares in Q4 2013.
  • Regal Investment Advisors first reported a position in AMER STRATEGIC INCM PTFL-III in Q2 2013 and held it in 2 quarters.
  • Regal Investment Advisors's AMER STRATEGIC INCM PTFL-III position peaked at $0 in Q3 2013.
  • 27 funds tracked by Wall St. Rank held AMER STRATEGIC INCM PTFL-III as of Q4 2013.

Based on Regal Investment Advisors's 13F filing for Q4 2013, filed 6 Feb 2014.