Regal Investment Advisors’s iShares Core Conservative Allocation ETF AOK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-6,865	Closed	-$237K	–	289
2017 Q3	$237K	Buy	6,865 +21	+0.3%	+$718	0.06%	243
2017 Q2	$233K	Buy	6,844 +281	+4%	+$9.49K	0.06%	235
2017 Q1	$219K	Buy	6,563 +26	+0.4%	+$857	0.06%	242
2016 Q4	$213K	Buy	+6,537	New	+$214K	0.06%	231
2015 Q4	–	Sell	-300	Closed	-$9K	–	294
2015 Q3	$9K	Buy	+300	New	+$9.62K	﹤0.01%	706

Other funds holding AOK

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

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

DWM

Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 1-Year Est. Return

MAS

Madden Advisory Services Jacksonville, Florida $254M AUM 15.17% 1-Year Est. Return

BFG

Barber Financial Group Lenexa, Kansas $567M AUM 5.25% 1-Year Est. Return

LYV

Live Your Vision West Conshohocken, Pennsylvania $330M AUM 2.28% 1-Year Est. Return

SBL

Sargent Bickham Lagudis Boulder, Colorado $1.22B AUM 14.94% 1-Year Est. Return

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

Regal Investment Advisors's AOK Position: Q4 2017 in Review

Regal Investment Advisors sold out of iShares Core Conservative Allocation ETF (AOK) in Q4 2017, closing a stake of 6,865 shares — an estimated $237K sold.

Regal Investment Advisors first reported a position in AOK in Q3 2015 and held it in 5 quarters. The position peaked at $237K in Q3 2017. 91 funds tracked by Wall St. Rank hold AOK as of Q4 2017.

Regal Investment Advisors reported no remaining iShares Core Conservative Allocation ETF position as of Q4 2017 after selling out during the quarter.
Regal Investment Advisors sold 6,865 iShares Core Conservative Allocation ETF shares in Q4 2017, an estimated $237K.
Regal Investment Advisors first reported a position in iShares Core Conservative Allocation ETF in Q3 2015 and held it in 5 quarters.
Regal Investment Advisors's iShares Core Conservative Allocation ETF position peaked at $237K in Q3 2017.
91 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q4 2017.

Based on Regal Investment Advisors's 13F filing for Q4 2017, filed 6 Feb 2018.