RIA
STR

Regal Investment Advisors’s QUESTAR CORP STR Stock Holding History

Regal Investment Advisors’s Portfolio STR Stock Details STR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-160
Closed -$4K – 1074
2014
Q4 		$4K Hold
160
– – ﹤0.01% 787
2014
Q3 		$4K Hold
160
– – ﹤0.01% 833
2014
Q2 		$4K Hold
160
– – ﹤0.01% 799
2014
Q1 		$4K Hold
160
– – ﹤0.01% 778
2013
Q4 		$4K Sell
160
-600
-79% -$13.8K ﹤0.01% 711
2013
Q3 		$17K Buy
760
+130
+21% +$3K 0.01% 510
2013
Q2 		$15K Buy
+630
New +$15.5K 0.01% 513

Other funds holding STR

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
RIM
RS Investment Management San Francisco, California $9.73B AUM 3.24% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Regal Investment Advisors's STR Position: Q1 2015 in Review

Regal Investment Advisors sold out of QUESTAR CORP (STR) in Q1 2015, closing a stake of 160 shares — an estimated $4K sold.

Regal Investment Advisors first reported a position in STR in Q2 2013 and held it in 7 quarters. The position peaked at $17K in Q3 2013. 312 funds tracked by Wall St. Rank hold STR as of Q1 2015.

  • Regal Investment Advisors reported no remaining QUESTAR CORP position as of Q1 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 160 QUESTAR CORP shares in Q1 2015, an estimated $4K.
  • Regal Investment Advisors first reported a position in QUESTAR CORP in Q2 2013 and held it in 7 quarters.
  • Regal Investment Advisors's QUESTAR CORP position peaked at $17K in Q3 2013.
  • 312 funds tracked by Wall St. Rank held QUESTAR CORP as of Q1 2015.

Based on Regal Investment Advisors's 13F filing for Q1 2015, filed 30 Apr 2015.