RIA
MPV

Regal Investment Advisors’s Barings Participation Investors MPV Stock Holding History

Regal Investment Advisors’s Portfolio MPV Stock Details MPV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-260
Closed -$4K – 914
2013
Q2 		$4K Buy
+260
New +$3.73K ﹤0.01% 725

Other funds holding MPV

TCMG
TSP Capital Management Group Summit, New Jersey $410M AUM 71.81% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return

Regal Investment Advisors's MPV Position: Q3 2013 in Review

Regal Investment Advisors sold out of Barings Participation Investors (MPV) in Q3 2013, closing a stake of 260 shares — an estimated $4K sold.

Regal Investment Advisors first reported a position in MPV in Q2 2013 and held it in 1 quarter. The position peaked at $4K in Q2 2013. 18 funds tracked by Wall St. Rank hold MPV as of Q3 2013.

  • Regal Investment Advisors reported no remaining Barings Participation Investors position as of Q3 2013 after selling out during the quarter.
  • Regal Investment Advisors sold 260 Barings Participation Investors shares in Q3 2013, an estimated $4K.
  • Regal Investment Advisors first reported a position in Barings Participation Investors in Q2 2013 and held it in 1 quarter.
  • Regal Investment Advisors's Barings Participation Investors position peaked at $4K in Q2 2013.
  • 18 funds tracked by Wall St. Rank held Barings Participation Investors as of Q3 2013.

Based on Regal Investment Advisors's 13F filing for Q3 2013, filed 12 Nov 2013.