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Regal Investment Advisors’s iShares Asia/Pacific Dividend ETF DVYA Stock Holding History

Regal Investment Advisors’s Portfolio DVYA Stock Details DVYA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-1,105
Closed -$41K – 426
2015
Q3 		$41K Buy
1,105
+250
+29% +$10.5K 0.01% 454
2015
Q2 		$39K Hold
855
– – 0.01% 458
2015
Q1 		$42K Buy
855
+30
+4% +$1.51K 0.01% 448
2014
Q4 		$41K Hold
825
– – 0.01% 421
2014
Q3 		$43K Sell
825
-200
-20% -$11.6K 0.01% 432
2014
Q2 		$60K Hold
1,025
– – 0.02% 350
2014
Q1 		$56K Hold
1,025
– – 0.02% 331
2013
Q4 		$56K Buy
+1,025
New +$56.8K 0.03% 275

Other funds holding DVYA

Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

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

Regal Investment Advisors sold out of iShares Asia/Pacific Dividend ETF (DVYA) in Q4 2015, closing a stake of 1,105 shares — an estimated $41K sold.

Regal Investment Advisors first reported a position in DVYA in Q4 2013 and held it in 8 quarters. The position peaked at $60K in Q2 2014. 18 funds tracked by Wall St. Rank hold DVYA as of Q4 2015.

  • Regal Investment Advisors reported no remaining iShares Asia/Pacific Dividend ETF position as of Q4 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 1,105 iShares Asia/Pacific Dividend ETF shares in Q4 2015, an estimated $41K.
  • Regal Investment Advisors first reported a position in iShares Asia/Pacific Dividend ETF in Q4 2013 and held it in 8 quarters.
  • Regal Investment Advisors's iShares Asia/Pacific Dividend ETF position peaked at $60K in Q2 2014.
  • 18 funds tracked by Wall St. Rank held iShares Asia/Pacific Dividend ETF as of Q4 2015.

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