Regal Investment Advisors’s WisdomTree Chinese Yuan Strategy Fund CYB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-200	Closed	-$4K	–	1078
2015 Q3	$4K	Sell	200 -21,167	-99%	-$531K	﹤0.01%	864
2015 Q2	$550K	Buy	21,367 +21,167	+10,584%	+$542K	0.15%	145
2015 Q1	$5K	Buy	+200	New	+$5.04K	﹤0.01%	828

Other funds holding CYB

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

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

Regal Investment Advisors sold out of WisdomTree Chinese Yuan Strategy Fund (CYB) in Q4 2015, closing a stake of 200 shares — an estimated $4K sold.

Regal Investment Advisors first reported a position in CYB in Q1 2015 and held it in 3 quarters. The position peaked at $550K in Q2 2015. 18 funds tracked by Wall St. Rank hold CYB as of Q4 2015.

Regal Investment Advisors reported no remaining WisdomTree Chinese Yuan Strategy Fund position as of Q4 2015 after selling out during the quarter.
Regal Investment Advisors sold 200 WisdomTree Chinese Yuan Strategy Fund shares in Q4 2015, an estimated $4K.
Regal Investment Advisors first reported a position in WisdomTree Chinese Yuan Strategy Fund in Q1 2015 and held it in 3 quarters.
Regal Investment Advisors's WisdomTree Chinese Yuan Strategy Fund position peaked at $550K in Q2 2015.
18 funds tracked by Wall St. Rank held WisdomTree Chinese Yuan Strategy Fund as of Q4 2015.

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