RIA
TLP

Regal Investment Advisors’s Transmontaigne TLP Stock Holding History

Regal Investment Advisors’s Portfolio TLP Stock Details TLP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-200
Closed -$8K – 1039
2014
Q3 		$8K Buy
+200
New +$8.64K ﹤0.01% 736

Other funds holding TLP

O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
PH
Pinnacle Holdings Tulsa, Oklahoma $309M AUM 18.8% 1-Year Est. Return

Regal Investment Advisors's TLP Position: Q4 2014 in Review

Regal Investment Advisors sold out of Transmontaigne (TLP) in Q4 2014, closing a stake of 200 shares — an estimated $8K sold.

Regal Investment Advisors first reported a position in TLP in Q3 2014 and held it in 1 quarter. The position peaked at $8K in Q3 2014. 69 funds tracked by Wall St. Rank hold TLP as of Q4 2014.

  • Regal Investment Advisors reported no remaining Transmontaigne position as of Q4 2014 after selling out during the quarter.
  • Regal Investment Advisors sold 200 Transmontaigne shares in Q4 2014, an estimated $8K.
  • Regal Investment Advisors first reported a position in Transmontaigne in Q3 2014 and held it in 1 quarter.
  • Regal Investment Advisors's Transmontaigne position peaked at $8K in Q3 2014.
  • 69 funds tracked by Wall St. Rank held Transmontaigne as of Q4 2014.

Based on Regal Investment Advisors's 13F filing for Q4 2014, filed 11 Feb 2015.