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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q1	–	Sell	-51	Closed	-$2K	–	888
2013 Q4	$2K	Sell	51 -1	-2%	-$36	﹤0.01%	748
2013 Q3	$2K	Sell	52 -7,230	-99%	-$256K	﹤0.01%	789
2013 Q2	$254K	Buy	+7,282	New	+$257K	0.14%	141

Other funds holding BWZ

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

WCM

Windham Capital Management Boston, Massachusetts $128M AUM 12.44% 1-Year Est. Return

FCG Advisors Chatham, New Jersey $425M AUM 12.09% 1-Year Est. Return

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

CMP

Courage Miller Partners Norfolk, Virginia $379M AUM 16.36% 1-Year Est. Return

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

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

BCM

Bluefin Capital Management New York $156M AUM 18.47% 1-Year Est. Return

Regal Investment Advisors's BWZ Position: Q1 2014 in Review

Regal Investment Advisors sold out of State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) in Q1 2014, closing a stake of 51 shares — an estimated $2K sold.

Regal Investment Advisors first reported a position in BWZ in Q2 2013 and held it in 3 quarters. The position peaked at $254K in Q2 2013. 32 funds tracked by Wall St. Rank hold BWZ as of Q1 2014.

Regal Investment Advisors reported no remaining State Street SPDR Bloomberg Short Term International Treasury Bond ETF position as of Q1 2014 after selling out during the quarter.
Regal Investment Advisors sold 51 State Street SPDR Bloomberg Short Term International Treasury Bond ETF shares in Q1 2014, an estimated $2K.
Regal Investment Advisors first reported a position in State Street SPDR Bloomberg Short Term International Treasury Bond ETF in Q2 2013 and held it in 3 quarters.
Regal Investment Advisors's State Street SPDR Bloomberg Short Term International Treasury Bond ETF position peaked at $254K in Q2 2013.
32 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term International Treasury Bond ETF as of Q1 2014.

Based on Regal Investment Advisors's 13F filing for Q1 2014, filed 18 Apr 2014.