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Regal Investment Advisors’s Urban Edge Properties UE Stock Holding History

Regal Investment Advisors’s Portfolio UE Stock Details UE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-155
Closed -$3K – 835
2015
Q3 		$3K Hold
155
– – ﹤0.01% 905
2015
Q2 		$3K Hold
155
– – ﹤0.01% 818
2015
Q1 		$4K Buy
+155
New +$3.71K ﹤0.01% 851

Other funds holding UE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Regal Investment Advisors sold out of Urban Edge Properties (UE) in Q4 2015, closing a stake of 155 shares — an estimated $3K sold.

Regal Investment Advisors first reported a position in UE in Q1 2015 and held it in 3 quarters. The position peaked at $4K in Q1 2015. 212 funds tracked by Wall St. Rank hold UE as of Q4 2015.

  • Regal Investment Advisors reported no remaining Urban Edge Properties position as of Q4 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 155 Urban Edge Properties shares in Q4 2015, an estimated $3K.
  • Regal Investment Advisors first reported a position in Urban Edge Properties in Q1 2015 and held it in 3 quarters.
  • Regal Investment Advisors's Urban Edge Properties position peaked at $4K in Q1 2015.
  • 212 funds tracked by Wall St. Rank held Urban Edge Properties as of Q4 2015.

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