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Regal Investment Advisors’s Piper Sandler PIPR Stock Holding History

Regal Investment Advisors’s Portfolio PIPR Stock Details PIPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-600
Closed -$5K – 928
2013
Q3 		$5K Buy
+600
New +$5.05K ﹤0.01% 708

Other funds holding PIPR

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Regal Investment Advisors sold out of Piper Sandler (PIPR) in Q4 2013, closing a stake of 600 shares — an estimated $5K sold.

Regal Investment Advisors first reported a position in PIPR in Q3 2013 and held it in 1 quarter. The position peaked at $5K in Q3 2013. 141 funds tracked by Wall St. Rank hold PIPR as of Q4 2013.

  • Regal Investment Advisors reported no remaining Piper Sandler position as of Q4 2013 after selling out during the quarter.
  • Regal Investment Advisors sold 600 Piper Sandler shares in Q4 2013, an estimated $5K.
  • Regal Investment Advisors first reported a position in Piper Sandler in Q3 2013 and held it in 1 quarter.
  • Regal Investment Advisors's Piper Sandler position peaked at $5K in Q3 2013.
  • 141 funds tracked by Wall St. Rank held Piper Sandler as of Q4 2013.

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