Regal Investment Advisors’s Pembina Pipeline PBA Stock Holding History

Regal Investment Advisors’s Portfolio PBA Stock Details PBA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-510	Closed	-$12K	–	698
2015 Q3	$12K	Hold	510	–	–	﹤0.01%	654
2015 Q2	$16K	Hold	510	–	–	﹤0.01%	589
2015 Q1	$16K	Hold	510	–	–	﹤0.01%	599
2014 Q4	$19K	Sell	510 -100	-16%	-$3.79K	0.01%	539
2014 Q3	$26K	Hold	610	–	–	0.01%	517
2014 Q2	$27K	Buy	610 +100	+20%	+$4.01K	0.01%	494
2014 Q1	$19K	Sell	510 -100	-16%	-$3.53K	0.01%	524
2013 Q4	$22K	Buy	610 +510	+510%	+$16.8K	0.01%	432
2013 Q3	$3K	Hold	100	–	–	﹤0.01%	765
2013 Q2	$3K	Buy	+100	New	+$3.19K	﹤0.01%	757

Other funds holding PBA

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

JFL

Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

GCC

Guardian Capital (Canada) Toronto, Ontario, Canada $4.11B AUM 27.59% 1-Year Est. Return

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

Regal Investment Advisors sold out of Pembina Pipeline (PBA) in Q4 2015, closing a stake of 510 shares — an estimated $12K sold.

Regal Investment Advisors first reported a position in PBA in Q2 2013 and held it in 10 quarters. The position peaked at $27K in Q2 2014. 220 funds tracked by Wall St. Rank hold PBA as of Q4 2015.

Regal Investment Advisors reported no remaining Pembina Pipeline position as of Q4 2015 after selling out during the quarter.
Regal Investment Advisors sold 510 Pembina Pipeline shares in Q4 2015, an estimated $12K.
Regal Investment Advisors first reported a position in Pembina Pipeline in Q2 2013 and held it in 10 quarters.
Regal Investment Advisors's Pembina Pipeline position peaked at $27K in Q2 2014.
220 funds tracked by Wall St. Rank held Pembina Pipeline as of Q4 2015.

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