Doyle Wealth Management’s ProShares S&P MidCap 400 Dividend Aristocrats ETF REGL Stock Holding History

Doyle Wealth Management’s Portfolio REGL Stock Details REGL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-210	Closed	-$12K	–	621
2019 Q2	$12K	Buy	+210	New	+$12.1K	﹤0.01%	601
2019 Q1	–	Sell	-210	Closed	-$11K	–	607
2018 Q4	$11K	Buy	+210	New	+$11.5K	﹤0.01%	608

Other funds holding REGL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Doyle Wealth Management's REGL Position: Q3 2019 in Review

Doyle Wealth Management sold out of ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) in Q3 2019, closing a stake of 210 shares — an estimated $12K sold.

Doyle Wealth Management first reported a position in REGL in Q4 2018 and held it in 2 quarters. The position peaked at $12K in Q2 2019. 103 funds tracked by Wall St. Rank hold REGL as of Q3 2019.

Doyle Wealth Management reported no remaining ProShares S&P MidCap 400 Dividend Aristocrats ETF position as of Q3 2019 after selling out during the quarter.
Doyle Wealth Management sold 210 ProShares S&P MidCap 400 Dividend Aristocrats ETF shares in Q3 2019, an estimated $12K.
Doyle Wealth Management first reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF in Q4 2018 and held it in 2 quarters.
Doyle Wealth Management's ProShares S&P MidCap 400 Dividend Aristocrats ETF position peaked at $12K in Q2 2019.
103 funds tracked by Wall St. Rank held ProShares S&P MidCap 400 Dividend Aristocrats ETF as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.