Regal Investment Advisors’s Spectra Engy Parters Lp SEP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-2,400	Closed	-$96K	–	991
2015 Q3	$96K	Sell	2,400 -46	-2%	-$2.15K	0.02%	346
2015 Q2	$112K	Sell	2,446 -1,219	-33%	-$62.6K	0.03%	324
2015 Q1	$190K	Sell	3,665 -1,890	-34%	-$101K	0.05%	258
2014 Q4	$316K	Sell	5,555 -158	-3%	-$8.55K	0.08%	180
2014 Q3	$303K	Buy	5,713 +200	+4%	+$10.8K	0.09%	184
2014 Q2	$294K	Sell	5,513 -439	-7%	-$23K	0.1%	167
2014 Q1	$291K	Sell	5,952 -107	-2%	-$4.93K	0.12%	156
2013 Q4	$275K	Buy	6,059 +342	+6%	+$15K	0.16%	136
2013 Q3	$251K	Sell	5,717 -924	-14%	-$40.2K	0.15%	147
2013 Q2	$305K	Buy	+6,641	New	+$254K	0.17%	128

Other funds holding SEP

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return

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

Regal Investment Advisors sold out of Spectra Engy Parters Lp (SEP) in Q4 2015, closing a stake of 2,400 shares — an estimated $96K sold.

Regal Investment Advisors first reported a position in SEP in Q2 2013 and held it in 10 quarters. The position peaked at $316K in Q4 2014. 195 funds tracked by Wall St. Rank hold SEP as of Q4 2015.

Regal Investment Advisors reported no remaining Spectra Engy Parters Lp position as of Q4 2015 after selling out during the quarter.
Regal Investment Advisors sold 2,400 Spectra Engy Parters Lp shares in Q4 2015, an estimated $96K.
Regal Investment Advisors first reported a position in Spectra Engy Parters Lp in Q2 2013 and held it in 10 quarters.
Regal Investment Advisors's Spectra Engy Parters Lp position peaked at $316K in Q4 2014.
195 funds tracked by Wall St. Rank held Spectra Engy Parters Lp as of Q4 2015.

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