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Regal Investment Advisors’s iShares CMBS ETF CMBS Stock Holding History

Regal Investment Advisors’s Portfolio CMBS Stock Details CMBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-186
Closed -$10K – 934
2015
Q1 		$10K Buy
+186
New +$9.67K ﹤0.01% 683

Other funds holding CMBS

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CC
Curian Capital Denver, Colorado $1.35B AUM 0.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HJA
Hugh Johnson Advisors Albany, New York $320M AUM 9.58% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
BIM
BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return

Regal Investment Advisors's CMBS Position: Q2 2015 in Review

Regal Investment Advisors sold out of iShares CMBS ETF (CMBS) in Q2 2015, closing a stake of 186 shares — an estimated $10K sold.

Regal Investment Advisors first reported a position in CMBS in Q1 2015 and held it in 1 quarter. The position peaked at $10K in Q1 2015. 38 funds tracked by Wall St. Rank hold CMBS as of Q2 2015.

  • Regal Investment Advisors reported no remaining iShares CMBS ETF position as of Q2 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 186 iShares CMBS ETF shares in Q2 2015, an estimated $10K.
  • Regal Investment Advisors first reported a position in iShares CMBS ETF in Q1 2015 and held it in 1 quarter.
  • Regal Investment Advisors's iShares CMBS ETF position peaked at $10K in Q1 2015.
  • 38 funds tracked by Wall St. Rank held iShares CMBS ETF as of Q2 2015.

Based on Regal Investment Advisors's 13F filing for Q2 2015, filed 23 Jul 2015.