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Regal Investment Advisors’s Invesco S&P Spin-Off ETF CSD Stock Holding History

Regal Investment Advisors’s Portfolio CSD Stock Details CSD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-53
Closed -$2K – 1049
2015
Q2 		$2K Sell
53
-12
-18% -$573 ﹤0.01% 835
2015
Q1 		$3K Buy
65
+4
+7% +$184 ﹤0.01% 863
2014
Q4 		$3K Sell
61
-2
-3% -$90 ﹤0.01% 799
2014
Q3 		$3K Sell
63
-6
-9% -$272 ﹤0.01% 841
2014
Q2 		$3K Sell
69
-1
-1% -$45 ﹤0.01% 809
2014
Q1 		$3K Buy
+70
New +$3.14K ﹤0.01% 787

Other funds holding CSD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
MCC
Mid Continent Capital Chicago, Illinois $1.54B AUM 0.7% 1-Year Est. Return
BC
Brinker Capital Berwyn, Pennsylvania $3.13B AUM 9.04% 1-Year Est. Return
CCMH
Cornerstone Capital Management Holdings New York $14.3B AUM 33.3% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return
FANJ
Financial Architects (New Jersey) Marlton, New Jersey $663M AUM 15.53% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

Regal Investment Advisors's CSD Position: Q3 2015 in Review

Regal Investment Advisors sold out of Invesco S&P Spin-Off ETF (CSD) in Q3 2015, closing a stake of 53 shares — an estimated $2K sold.

Regal Investment Advisors first reported a position in CSD in Q1 2014 and held it in 6 quarters. The position peaked at $3K in Q1 2015. 76 funds tracked by Wall St. Rank hold CSD as of Q3 2015.

  • Regal Investment Advisors reported no remaining Invesco S&P Spin-Off ETF position as of Q3 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 53 Invesco S&P Spin-Off ETF shares in Q3 2015, an estimated $2K.
  • Regal Investment Advisors first reported a position in Invesco S&P Spin-Off ETF in Q1 2014 and held it in 6 quarters.
  • Regal Investment Advisors's Invesco S&P Spin-Off ETF position peaked at $3K in Q1 2015.
  • 76 funds tracked by Wall St. Rank held Invesco S&P Spin-Off ETF as of Q3 2015.

Based on Regal Investment Advisors's 13F filing for Q3 2015, filed 12 Nov 2015.