RIA
HGT

Regal Investment Advisors’s Hugoton Royalty Trust HGT Stock Holding History

Regal Investment Advisors’s Portfolio HGT Stock Details HGT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-200
Closed -$2K – 1040
2014
Q3 		$2K Hold
200
– – ﹤0.01% 893
2014
Q2 		$2K Hold
200
– – ﹤0.01% 860
2014
Q1 		$2K Hold
200
– – ﹤0.01% 835
2013
Q4 		$2K Hold
200
– – ﹤0.01% 775
2013
Q3 		$1K Hold
200
– – ﹤0.01% 852
2013
Q2 		$2K Buy
+200
New +$1.82K ﹤0.01% 818

Other funds holding HGT

CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
GIM
Greenwich Investment Management Norwalk, Connecticut $109M AUM 9.72% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

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

Regal Investment Advisors sold out of Hugoton Royalty Trust (HGT) in Q4 2014, closing a stake of 200 shares — an estimated $2K sold.

Regal Investment Advisors first reported a position in HGT in Q2 2013 and held it in 6 quarters. The position peaked at $2K in Q3 2014. 76 funds tracked by Wall St. Rank hold HGT as of Q4 2014.

  • Regal Investment Advisors reported no remaining Hugoton Royalty Trust position as of Q4 2014 after selling out during the quarter.
  • Regal Investment Advisors sold 200 Hugoton Royalty Trust shares in Q4 2014, an estimated $2K.
  • Regal Investment Advisors first reported a position in Hugoton Royalty Trust in Q2 2013 and held it in 6 quarters.
  • Regal Investment Advisors's Hugoton Royalty Trust position peaked at $2K in Q3 2014.
  • 76 funds tracked by Wall St. Rank held Hugoton Royalty Trust as of Q4 2014.

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