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Regal Investment Advisors’s York Water YORW Stock Holding History

Regal Investment Advisors’s Portfolio YORW Stock Details YORW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-204
Closed -$4K – 973
2013
Q3 		$4K Buy
204
+1
+0.5% +$20 ﹤0.01% 740
2013
Q2 		$4K Buy
+203
New +$3.81K ﹤0.01% 732

Other funds holding YORW

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
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
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
WA
WFG Advisors Dallas, Texas $442M AUM 12.46% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Regal Investment Advisors sold out of York Water (YORW) in Q4 2013, closing a stake of 204 shares — an estimated $4K sold.

Regal Investment Advisors first reported a position in YORW in Q2 2013 and held it in 2 quarters. The position peaked at $4K in Q3 2013. 72 funds tracked by Wall St. Rank hold YORW as of Q4 2013.

  • Regal Investment Advisors reported no remaining York Water position as of Q4 2013 after selling out during the quarter.
  • Regal Investment Advisors sold 204 York Water shares in Q4 2013, an estimated $4K.
  • Regal Investment Advisors first reported a position in York Water in Q2 2013 and held it in 2 quarters.
  • Regal Investment Advisors's York Water position peaked at $4K in Q3 2013.
  • 72 funds tracked by Wall St. Rank held York Water as of Q4 2013.

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