RIA
HYV

Regal Investment Advisors’s BALCKROCK CORP HG YLD FD V INC HYV Stock Holding History

Regal Investment Advisors’s Portfolio HYV Stock Details HYV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-3,202
Closed -$39K – 1029
2013
Q3 		$39K Sell
3,202
-1,178
-27% -$14K 0.02% 336
2013
Q2 		$54K Buy
+4,380
New +$57.1K 0.03% 286

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

Regal Investment Advisors sold out of BALCKROCK CORP HG YLD FD V INC (HYV) in Q4 2013, closing a stake of 3,202 shares — an estimated $39K sold.

Regal Investment Advisors first reported a position in HYV in Q2 2013 and held it in 2 quarters. The position peaked at $54K in Q2 2013. 0 funds tracked by Wall St. Rank hold HYV as of Q4 2013.

  • Regal Investment Advisors reported no remaining BALCKROCK CORP HG YLD FD V INC position as of Q4 2013 after selling out during the quarter.
  • Regal Investment Advisors sold 3,202 BALCKROCK CORP HG YLD FD V INC shares in Q4 2013, an estimated $39K.
  • Regal Investment Advisors first reported a position in BALCKROCK CORP HG YLD FD V INC in Q2 2013 and held it in 2 quarters.
  • Regal Investment Advisors's BALCKROCK CORP HG YLD FD V INC position peaked at $54K in Q2 2013.
  • 0 funds tracked by Wall St. Rank held BALCKROCK CORP HG YLD FD V INC as of Q4 2013.

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