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Regal Investment Advisors’s Loews L Stock Holding History

Regal Investment Advisors’s Portfolio L Stock Details L Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-200
Closed -$9K – 899
2013
Q3 		$9K Hold
200
– – 0.01% 618
2013
Q2 		$9K Buy
+200
New +$8.96K 0.01% 613

Other funds holding L

SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

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

Regal Investment Advisors sold out of Loews (L) in Q4 2013, closing a stake of 200 shares — an estimated $9K sold.

Regal Investment Advisors first reported a position in L in Q2 2013 and held it in 2 quarters. The position peaked at $9K in Q3 2013. 451 funds tracked by Wall St. Rank hold L as of Q4 2013.

  • Regal Investment Advisors reported no remaining Loews position as of Q4 2013 after selling out during the quarter.
  • Regal Investment Advisors sold 200 Loews shares in Q4 2013, an estimated $9K.
  • Regal Investment Advisors first reported a position in Loews in Q2 2013 and held it in 2 quarters.
  • Regal Investment Advisors's Loews position peaked at $9K in Q3 2013.
  • 451 funds tracked by Wall St. Rank held Loews as of Q4 2013.

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