Regal Investment Advisors’s Columbia Emerging Markets Consumer ETF ECON Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-207	Closed	-$4K	–	433
2015 Q3	$4K	Sell	207 -875	-81%	-$20.7K	﹤0.01%	830
2015 Q2	$28K	Sell	1,082 -76	-7%	-$2.05K	0.01%	512
2015 Q1	$31K	Sell	1,158 -285	-20%	-$7.36K	0.01%	499
2014 Q4	$37K	Sell	1,443 -250	-15%	-$6.55K	0.01%	435
2014 Q3	$44K	Sell	1,693 -17	-1%	-$477	0.01%	430
2014 Q2	$47K	Buy	1,710 +408	+31%	+$11.1K	0.02%	398
2014 Q1	$35K	Buy	1,302 +498	+62%	+$12.6K	0.01%	411
2013 Q4	$22K	Buy	+804	New	+$21.6K	0.01%	429

Other funds holding ECON

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

HCM

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

CHA

Cedar Hill Associates Chicago, Illinois $261M AUM 7.91% 1-Year Est. Return

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

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

Regal Investment Advisors sold out of Columbia Emerging Markets Consumer ETF (ECON) in Q4 2015, closing a stake of 207 shares — an estimated $4K sold.

Regal Investment Advisors first reported a position in ECON in Q4 2013 and held it in 8 quarters. The position peaked at $47K in Q2 2014. 92 funds tracked by Wall St. Rank hold ECON as of Q4 2015.

Regal Investment Advisors reported no remaining Columbia Emerging Markets Consumer ETF position as of Q4 2015 after selling out during the quarter.
Regal Investment Advisors sold 207 Columbia Emerging Markets Consumer ETF shares in Q4 2015, an estimated $4K.
Regal Investment Advisors first reported a position in Columbia Emerging Markets Consumer ETF in Q4 2013 and held it in 8 quarters.
Regal Investment Advisors's Columbia Emerging Markets Consumer ETF position peaked at $47K in Q2 2014.
92 funds tracked by Wall St. Rank held Columbia Emerging Markets Consumer ETF as of Q4 2015.

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