Regal Investment Advisors’s California Water Service CWT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-370	Closed	-$8K	–	390
2015 Q3	$8K	Hold	370	–	–	﹤0.01%	733
2015 Q2	$8K	Hold	370	–	–	﹤0.01%	685
2015 Q1	$9K	Buy	+370	New	+$9.15K	﹤0.01%	705
2014 Q4	–	Sell	-760	Closed	-$17K	–	930
2014 Q3	$17K	Hold	760	–	–	0.01%	584
2014 Q2	$18K	Buy	760 +150	+25%	+$3.38K	0.01%	567
2014 Q1	$15K	Sell	610 -150	-20%	-$3.45K	0.01%	570
2013 Q4	$18K	Hold	760	–	–	0.01%	476
2013 Q3	$15K	Hold	760	–	–	0.01%	521
2013 Q2	$15K	Buy	+760	New	+$15.1K	0.01%	508

Other funds holding CWT

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

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

IAMU

Impax Asset Management (UK) London, United Kingdom $4.12B AUM 10.79% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BKBG

BHF Kleinwort Benson Group Brussels, Belgium $3.44B AUM 0.95% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

Regal Investment Advisors sold out of California Water Service (CWT) in Q4 2015, closing a stake of 370 shares — an estimated $8K sold.

Regal Investment Advisors first reported a position in CWT in Q2 2013 and held it in 9 quarters. The position peaked at $18K in Q2 2014. 168 funds tracked by Wall St. Rank hold CWT as of Q4 2015.

Regal Investment Advisors reported no remaining California Water Service position as of Q4 2015 after selling out during the quarter.
Regal Investment Advisors sold 370 California Water Service shares in Q4 2015, an estimated $8K.
Regal Investment Advisors first reported a position in California Water Service in Q2 2013 and held it in 9 quarters.
Regal Investment Advisors's California Water Service position peaked at $18K in Q2 2014.
168 funds tracked by Wall St. Rank held California Water Service as of Q4 2015.

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