Regal Investment Advisors’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-2,114	Closed	-$55K	–	349
2015 Q3	$55K	Sell	2,114 -1,210	-36%	-$31.4K	0.01%	415
2015 Q2	$86K	Sell	3,324 -2,926	-47%	-$77.4K	0.02%	359
2015 Q1	$166K	Buy	6,250 +2,568	+70%	+$69.3K	0.04%	275
2014 Q4	$102K	Sell	3,682 -2,120	-37%	-$60.2K	0.03%	304
2014 Q3	$166K	Buy	5,802 +498	+9%	+$14.9K	0.05%	239
2014 Q2	$161K	Sell	5,304 -226	-4%	-$6.77K	0.06%	225
2014 Q1	$164K	Buy	5,530 +144	+3%	+$4.21K	0.07%	208
2013 Q4	$155K	Sell	5,386 -512	-9%	-$14.9K	0.09%	168
2013 Q3	$172K	Sell	5,898 -70,500	-92%	-$2.02M	0.1%	175
2013 Q2	$2.15M	Buy	+76,398	New	+$2.23M	1.19%	17

Other funds holding BWX

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

Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Gerstein Fisher New York $811M AUM 13.96% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

CPS

Counsel Portfolio Services Mississauga, Ontario, Canada $1.01B AUM 2.83% 1-Year Est. Return

PAM

Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return

WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return

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

Regal Investment Advisors sold out of State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q4 2015, closing a stake of 2,114 shares — an estimated $55K sold.

Regal Investment Advisors first reported a position in BWX in Q2 2013 and held it in 10 quarters. The position peaked at $2.15M in Q2 2013. 139 funds tracked by Wall St. Rank hold BWX as of Q4 2015.

Regal Investment Advisors reported no remaining State Street SPDR Bloomberg International Treasury Bond ETF position as of Q4 2015 after selling out during the quarter.
Regal Investment Advisors sold 2,114 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q4 2015, an estimated $55K.
Regal Investment Advisors first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q2 2013 and held it in 10 quarters.
Regal Investment Advisors's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $2.15M in Q2 2013.
139 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q4 2015.

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