RIA
WRES

Regal Investment Advisors’s WARREN RESOURCES INC WRES Stock Holding History

Regal Investment Advisors’s Portfolio WRES Stock Details WRES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-409
Closed -$3K – 1023
2014
Q2 		$3K Hold
409
– – ﹤0.01% 837
2014
Q1 		$2K Hold
409
– – ﹤0.01% 846
2013
Q4 		$1K Hold
409
– – ﹤0.01% 815
2013
Q3 		$1K Buy
+409
New +$1.19K ﹤0.01% 870

Other funds holding WRES

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Regal Investment Advisors's WRES Position: Q3 2014 in Review

Regal Investment Advisors sold out of WARREN RESOURCES INC (WRES) in Q3 2014, closing a stake of 409 shares — an estimated $3K sold.

Regal Investment Advisors first reported a position in WRES in Q3 2013 and held it in 4 quarters. The position peaked at $3K in Q2 2014. 148 funds tracked by Wall St. Rank hold WRES as of Q3 2014.

  • Regal Investment Advisors reported no remaining WARREN RESOURCES INC position as of Q3 2014 after selling out during the quarter.
  • Regal Investment Advisors sold 409 WARREN RESOURCES INC shares in Q3 2014, an estimated $3K.
  • Regal Investment Advisors first reported a position in WARREN RESOURCES INC in Q3 2013 and held it in 4 quarters.
  • Regal Investment Advisors's WARREN RESOURCES INC position peaked at $3K in Q2 2014.
  • 148 funds tracked by Wall St. Rank held WARREN RESOURCES INC as of Q3 2014.

Based on Regal Investment Advisors's 13F filing for Q3 2014, filed 14 Nov 2014.