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Regal Investment Advisors’s Global X SuperDividend US ETF DIV Stock Holding History

Regal Investment Advisors’s Portfolio DIV Stock Details DIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-449
Closed -$10K – 412
2015
Q3 		$10K Buy
+449
New +$11.4K ﹤0.01% 688
2015
Q2 		– Sell
-728
Closed -$21K – 943
2015
Q1 		$21K Buy
728
+186
+34% +$5.34K 0.01% 555
2014
Q4 		$16K Buy
542
+123
+29% +$3.58K ﹤0.01% 568
2014
Q3 		$12K Buy
+419
New +$12.2K ﹤0.01% 652

Other funds holding DIV

QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CCM
CWH Capital Management Spokane, Washington $238M AUM 14.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Regal Investment Advisors sold out of Global X SuperDividend US ETF (DIV) in Q4 2015, closing a stake of 449 shares — an estimated $10K sold.

Regal Investment Advisors first reported a position in DIV in Q3 2014 and held it in 4 quarters. The position peaked at $21K in Q1 2015. 39 funds tracked by Wall St. Rank hold DIV as of Q4 2015.

  • Regal Investment Advisors reported no remaining Global X SuperDividend US ETF position as of Q4 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 449 Global X SuperDividend US ETF shares in Q4 2015, an estimated $10K.
  • Regal Investment Advisors first reported a position in Global X SuperDividend US ETF in Q3 2014 and held it in 4 quarters.
  • Regal Investment Advisors's Global X SuperDividend US ETF position peaked at $21K in Q1 2015.
  • 39 funds tracked by Wall St. Rank held Global X SuperDividend US ETF as of Q4 2015.

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