RIA
UNIS

Regal Investment Advisors’s Unilife Corporation UNIS Stock Holding History

Regal Investment Advisors’s Portfolio UNIS Stock Details UNIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-80
Closed -$4K – 969
2013
Q4 		$4K Hold
80
– – ﹤0.01% 712
2013
Q3 		$3K Hold
80
– – ﹤0.01% 779
2013
Q2 		$3K Buy
+80
New +$2.21K ﹤0.01% 774

Other funds holding UNIS

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
MACM
March Altus Capital Management Greenwich, Connecticut $16M AUM 18.92% 1-Year Est. Return
AA
Antipodean Advisors New York $19.5M AUM 6.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Regal Investment Advisors's UNIS Position: Q1 2014 in Review

Regal Investment Advisors sold out of Unilife Corporation (UNIS) in Q1 2014, closing a stake of 80 shares — an estimated $4K sold.

Regal Investment Advisors first reported a position in UNIS in Q2 2013 and held it in 3 quarters. The position peaked at $4K in Q4 2013. 82 funds tracked by Wall St. Rank hold UNIS as of Q1 2014.

  • Regal Investment Advisors reported no remaining Unilife Corporation position as of Q1 2014 after selling out during the quarter.
  • Regal Investment Advisors sold 80 Unilife Corporation shares in Q1 2014, an estimated $4K.
  • Regal Investment Advisors first reported a position in Unilife Corporation in Q2 2013 and held it in 3 quarters.
  • Regal Investment Advisors's Unilife Corporation position peaked at $4K in Q4 2013.
  • 82 funds tracked by Wall St. Rank held Unilife Corporation as of Q1 2014.

Based on Regal Investment Advisors's 13F filing for Q1 2014, filed 18 Apr 2014.