RIA
GAS

Regal Investment Advisors’s AGL Resources Inc GAS Stock Holding History

Regal Investment Advisors’s Portfolio GAS Stock Details GAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-100
Closed -$5K – 1082
2014
Q3 		$5K Hold
100
– – ﹤0.01% 809
2014
Q2 		$6K Hold
100
– – ﹤0.01% 758
2014
Q1 		$5K Hold
100
– – ﹤0.01% 759
2013
Q4 		$5K Buy
+100
New +$4.66K ﹤0.01% 693

Other funds holding GAS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
PIM
Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

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

Regal Investment Advisors sold out of AGL Resources Inc (GAS) in Q4 2014, closing a stake of 100 shares — an estimated $5K sold.

Regal Investment Advisors first reported a position in GAS in Q4 2013 and held it in 4 quarters. The position peaked at $6K in Q2 2014. 432 funds tracked by Wall St. Rank hold GAS as of Q4 2014.

  • Regal Investment Advisors reported no remaining AGL Resources Inc position as of Q4 2014 after selling out during the quarter.
  • Regal Investment Advisors sold 100 AGL Resources Inc shares in Q4 2014, an estimated $5K.
  • Regal Investment Advisors first reported a position in AGL Resources Inc in Q4 2013 and held it in 4 quarters.
  • Regal Investment Advisors's AGL Resources Inc position peaked at $6K in Q2 2014.
  • 432 funds tracked by Wall St. Rank held AGL Resources Inc as of Q4 2014.

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