Regal Investment Advisors’s Ultra Petroleum Corp. Common Stock UPL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-1,497	Closed	-$9K	–	979
2015 Q3	$9K	Sell	1,497 -337	-18%	-$2.67K	﹤0.01%	725
2015 Q2	$22K	Sell	1,834 -159,571	-99%	-$2.42M	0.01%	545
2015 Q1	$2.52M	Buy	161,405 +58,914	+57%	+$856K	0.62%	60
2014 Q4	$1.35M	Buy	102,491 +17,477	+21%	+$352K	0.36%	82
2014 Q3	$1.98M	Buy	85,014 +5,113	+6%	+$128K	0.6%	60
2014 Q2	$2.37M	Buy	79,901 +79,686	+37,063%	+$2.26M	0.84%	32
2014 Q1	$6K	Sell	215 -1,982	-90%	-$47.3K	﹤0.01%	730
2013 Q4	$48K	Buy	2,197 +1,304	+146%	+$26.6K	0.03%	298
2013 Q3	$18K	Buy	893 +678	+315%	+$14.3K	0.01%	497
2013 Q2	$4K	Buy	+215	New	+$4.6K	﹤0.01%	736

Other funds holding UPL

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

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

Regal Investment Advisors sold out of Ultra Petroleum Corp. Common Stock (UPL) in Q4 2015, closing a stake of 1,497 shares — an estimated $9K sold.

Regal Investment Advisors first reported a position in UPL in Q2 2013 and held it in 10 quarters. The position peaked at $2.52M in Q1 2015. 181 funds tracked by Wall St. Rank hold UPL as of Q4 2015.

Regal Investment Advisors reported no remaining Ultra Petroleum Corp. Common Stock position as of Q4 2015 after selling out during the quarter.
Regal Investment Advisors sold 1,497 Ultra Petroleum Corp. Common Stock shares in Q4 2015, an estimated $9K.
Regal Investment Advisors first reported a position in Ultra Petroleum Corp. Common Stock in Q2 2013 and held it in 10 quarters.
Regal Investment Advisors's Ultra Petroleum Corp. Common Stock position peaked at $2.52M in Q1 2015.
181 funds tracked by Wall St. Rank held Ultra Petroleum Corp. Common Stock as of Q4 2015.

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