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Regal Investment Advisors’s Icahn Enterprises IEP Stock Holding History

Regal Investment Advisors’s Portfolio IEP Stock Details IEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-110
Closed -$7K – 557
2015
Q3 		$7K Hold
110
– – ﹤0.01% 758
2015
Q2 		$9K Buy
+110
New +$9.91K ﹤0.01% 670
2014
Q4 		– Sell
-5,351
Closed -$566K – 959
2014
Q3 		$566K Sell
5,351
-619
-10% -$65.7K 0.17% 136
2014
Q2 		$595K Buy
5,970
+49
+0.8% +$4.91K 0.21% 117
2014
Q1 		$608K Buy
5,921
+2,721
+85% +$300K 0.26% 101
2013
Q4 		$350K Sell
3,200
-2,100
-40% -$228K 0.2% 124
2013
Q3 		$441K Hold
5,300
– – 0.26% 113
2013
Q2 		$386K Buy
+5,300
New +$390K 0.21% 118

Other funds holding IEP

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JAFL
Jay A. Fishman Ltd Troy, Michigan $1.12B AUM 32.75% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RIA
RPG Investment Advisory Pleasanton, California $829M AUM 36.68% 1-Year Est. Return
MRI
Mad River Investors Boston, Massachusetts $278M AUM 32.21% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return

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

Regal Investment Advisors sold out of Icahn Enterprises (IEP) in Q4 2015, closing a stake of 110 shares — an estimated $7K sold.

Regal Investment Advisors first reported a position in IEP in Q2 2013 and held it in 8 quarters. The position peaked at $608K in Q1 2014. 87 funds tracked by Wall St. Rank hold IEP as of Q4 2015.

  • Regal Investment Advisors reported no remaining Icahn Enterprises position as of Q4 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 110 Icahn Enterprises shares in Q4 2015, an estimated $7K.
  • Regal Investment Advisors first reported a position in Icahn Enterprises in Q2 2013 and held it in 8 quarters.
  • Regal Investment Advisors's Icahn Enterprises position peaked at $608K in Q1 2014.
  • 87 funds tracked by Wall St. Rank held Icahn Enterprises as of Q4 2015.

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