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Regal Investment Advisors’s Virtus Biotech Clinical Trials ETF BBC Stock Holding History

Regal Investment Advisors’s Portfolio BBC Stock Details BBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-100
Closed -$2K – 318
2015
Q3 		$2K Buy
+100
New +$3.38K ﹤0.01% 924

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Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LSA
Liberty Street Advisors New York $41.4M AUM 34.47% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Regal Investment Advisors's BBC Position: Q4 2015 in Review

Regal Investment Advisors sold out of Virtus Biotech Clinical Trials ETF (BBC) in Q4 2015, closing a stake of 100 shares — an estimated $2K sold.

Regal Investment Advisors first reported a position in BBC in Q3 2015 and held it in 1 quarter. The position peaked at $2K in Q3 2015. 17 funds tracked by Wall St. Rank hold BBC as of Q4 2015.

  • Regal Investment Advisors reported no remaining Virtus Biotech Clinical Trials ETF position as of Q4 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 100 Virtus Biotech Clinical Trials ETF shares in Q4 2015, an estimated $2K.
  • Regal Investment Advisors first reported a position in Virtus Biotech Clinical Trials ETF in Q3 2015 and held it in 1 quarter.
  • Regal Investment Advisors's Virtus Biotech Clinical Trials ETF position peaked at $2K in Q3 2015.
  • 17 funds tracked by Wall St. Rank held Virtus Biotech Clinical Trials ETF as of Q4 2015.

Based on Regal Investment Advisors's 13F filing for Q4 2015, filed 8 Feb 2016.