Regal Investment Advisors’s Empire District Electric EDE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-1,500	Closed	-$33K	–	1101
2015 Q3	$33K	Hold	1,500	–	–	0.01%	481
2015 Q2	$32K	Hold	1,500	–	–	0.01%	492
2015 Q1	$37K	Hold	1,500	–	–	0.01%	467
2014 Q4	$45K	Hold	1,500	–	–	0.01%	412
2014 Q3	$36K	Hold	1,500	–	–	0.01%	460
2014 Q2	$39K	Hold	1,500	–	–	0.01%	423
2014 Q1	$36K	Hold	1,500	–	–	0.02%	409
2013 Q4	$34K	Hold	1,500	–	–	0.02%	356
2013 Q3	$32K	Sell	1,500 -249	-14%	-$5.58K	0.02%	385
2013 Q2	$39K	Buy	+1,749	New	+$39.1K	0.02%	331

Other funds holding EDE

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

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

Regal Investment Advisors sold out of Empire District Electric (EDE) in Q4 2015, closing a stake of 1,500 shares — an estimated $33K sold.

Regal Investment Advisors first reported a position in EDE in Q2 2013 and held it in 10 quarters. The position peaked at $45K in Q4 2014. 155 funds tracked by Wall St. Rank hold EDE as of Q4 2015.

Regal Investment Advisors reported no remaining Empire District Electric position as of Q4 2015 after selling out during the quarter.
Regal Investment Advisors sold 1,500 Empire District Electric shares in Q4 2015, an estimated $33K.
Regal Investment Advisors first reported a position in Empire District Electric in Q2 2013 and held it in 10 quarters.
Regal Investment Advisors's Empire District Electric position peaked at $45K in Q4 2014.
155 funds tracked by Wall St. Rank held Empire District Electric as of Q4 2015.

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