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Regal Investment Advisors’s ONE Gas OGS Stock Holding History

Regal Investment Advisors’s Portfolio OGS Stock Details OGS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-70
Closed -$2K – 978
2014
Q3 		$2K Hold
70
– – ﹤0.01% 880
2014
Q2 		$3K Hold
70
– – ﹤0.01% 818
2014
Q1 		$3K Buy
+70
New +$2.41K ﹤0.01% 795

Other funds holding OGS

American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
KAM
Keeley Asset Management Chicago, Illinois $2.35B AUM 26.92% 1-Year Est. Return

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

Regal Investment Advisors sold out of ONE Gas (OGS) in Q4 2014, closing a stake of 70 shares — an estimated $2K sold.

Regal Investment Advisors first reported a position in OGS in Q1 2014 and held it in 3 quarters. The position peaked at $3K in Q2 2014. 245 funds tracked by Wall St. Rank hold OGS as of Q4 2014.

  • Regal Investment Advisors reported no remaining ONE Gas position as of Q4 2014 after selling out during the quarter.
  • Regal Investment Advisors sold 70 ONE Gas shares in Q4 2014, an estimated $2K.
  • Regal Investment Advisors first reported a position in ONE Gas in Q1 2014 and held it in 3 quarters.
  • Regal Investment Advisors's ONE Gas position peaked at $3K in Q2 2014.
  • 245 funds tracked by Wall St. Rank held ONE Gas as of Q4 2014.

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