RIA
RFI

Regal Investment Advisors’s Cohen & Steers Total Return Realty Fund RFI Stock Holding History

Regal Investment Advisors’s Portfolio RFI Stock Details RFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-11,300
Closed -$149K – 268
2016
Q3 		$149K Buy
+11,300
New +$155K 0.04% 252

Other funds holding RFI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AFS
Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Regal Investment Advisors's RFI Position: Q4 2016 in Review

Regal Investment Advisors sold out of Cohen & Steers Total Return Realty Fund (RFI) in Q4 2016, closing a stake of 11,300 shares — an estimated $149K sold.

Regal Investment Advisors first reported a position in RFI in Q3 2016 and held it in 1 quarter. The position peaked at $149K in Q3 2016. 57 funds tracked by Wall St. Rank hold RFI as of Q4 2016.

  • Regal Investment Advisors reported no remaining Cohen & Steers Total Return Realty Fund position as of Q4 2016 after selling out during the quarter.
  • Regal Investment Advisors sold 11,300 Cohen & Steers Total Return Realty Fund shares in Q4 2016, an estimated $149K.
  • Regal Investment Advisors first reported a position in Cohen & Steers Total Return Realty Fund in Q3 2016 and held it in 1 quarter.
  • Regal Investment Advisors's Cohen & Steers Total Return Realty Fund position peaked at $149K in Q3 2016.
  • 57 funds tracked by Wall St. Rank held Cohen & Steers Total Return Realty Fund as of Q4 2016.

Based on Regal Investment Advisors's 13F filing for Q4 2016, filed 6 Feb 2017.