Regal Investment Advisors’s Spectra Energy Corp Wi SE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-734	Closed	-$19K	–	1026
2015 Q3	$19K	Hold	734	–	–	﹤0.01%	571
2015 Q2	$23K	Hold	734	–	–	0.01%	536
2015 Q1	$27K	Hold	734	–	–	0.01%	523
2014 Q4	$27K	Buy	734 +250	+52%	+$9.41K	0.01%	489
2014 Q3	$19K	Hold	484	–	–	0.01%	567
2014 Q2	$21K	Hold	484	–	–	0.01%	540
2014 Q1	$18K	Buy	484 +82	+20%	+$2.98K	0.01%	544
2013 Q4	$14K	Sell	402 -540	-57%	-$18.6K	0.01%	534
2013 Q3	$32K	Hold	942	–	–	0.02%	384
2013 Q2	$32K	Buy	+942	New	+$29.7K	0.02%	363

Other funds holding SE

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Regal Investment Advisors sold out of Spectra Energy Corp Wi (SE) in Q4 2015, closing a stake of 734 shares — an estimated $19K sold.

Regal Investment Advisors first reported a position in SE in Q2 2013 and held it in 10 quarters. The position peaked at $32K in Q3 2013. 760 funds tracked by Wall St. Rank hold SE as of Q4 2015.

Regal Investment Advisors reported no remaining Spectra Energy Corp Wi position as of Q4 2015 after selling out during the quarter.
Regal Investment Advisors sold 734 Spectra Energy Corp Wi shares in Q4 2015, an estimated $19K.
Regal Investment Advisors first reported a position in Spectra Energy Corp Wi in Q2 2013 and held it in 10 quarters.
Regal Investment Advisors's Spectra Energy Corp Wi position peaked at $32K in Q3 2013.
760 funds tracked by Wall St. Rank held Spectra Energy Corp Wi as of Q4 2015.

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