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Regal Investment Advisors’s W&T Offshore WTI Stock Holding History

Regal Investment Advisors’s Portfolio WTI Stock Details WTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-196
Closed -$3K – 969
2013
Q3 		$3K Sell
196
-30
-13% -$485 ﹤0.01% 772
2013
Q2 		$3K Buy
+226
New +$3.08K ﹤0.01% 768

Other funds holding WTI

Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
ECA
Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Regal Investment Advisors's WTI Position: Q4 2013 in Review

Regal Investment Advisors sold out of W&T Offshore (WTI) in Q4 2013, closing a stake of 196 shares — an estimated $3K sold.

Regal Investment Advisors first reported a position in WTI in Q2 2013 and held it in 2 quarters. The position peaked at $3K in Q3 2013. 108 funds tracked by Wall St. Rank hold WTI as of Q4 2013.

  • Regal Investment Advisors reported no remaining W&T Offshore position as of Q4 2013 after selling out during the quarter.
  • Regal Investment Advisors sold 196 W&T Offshore shares in Q4 2013, an estimated $3K.
  • Regal Investment Advisors first reported a position in W&T Offshore in Q2 2013 and held it in 2 quarters.
  • Regal Investment Advisors's W&T Offshore position peaked at $3K in Q3 2013.
  • 108 funds tracked by Wall St. Rank held W&T Offshore as of Q4 2013.

Based on Regal Investment Advisors's 13F filing for Q4 2013, filed 6 Feb 2014.