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Regal Investment Advisors’s iShares MSCI Europe Financials ETF EUFN Stock Holding History

Regal Investment Advisors’s Portfolio EUFN Stock Details EUFN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-11,621
Closed -$208K – 251
2016
Q1 		$208K Buy
+11,621
New +$207K 0.06% 232

Other funds holding EUFN

BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MP
Manifold Partners San Francisco, California $10.4M AUM 5.49% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Regal Investment Advisors's EUFN Position: Q2 2016 in Review

Regal Investment Advisors sold out of iShares MSCI Europe Financials ETF (EUFN) in Q2 2016, closing a stake of 11,621 shares — an estimated $208K sold.

Regal Investment Advisors first reported a position in EUFN in Q1 2016 and held it in 1 quarter. The position peaked at $208K in Q1 2016. 64 funds tracked by Wall St. Rank hold EUFN as of Q2 2016.

  • Regal Investment Advisors reported no remaining iShares MSCI Europe Financials ETF position as of Q2 2016 after selling out during the quarter.
  • Regal Investment Advisors sold 11,621 iShares MSCI Europe Financials ETF shares in Q2 2016, an estimated $208K.
  • Regal Investment Advisors first reported a position in iShares MSCI Europe Financials ETF in Q1 2016 and held it in 1 quarter.
  • Regal Investment Advisors's iShares MSCI Europe Financials ETF position peaked at $208K in Q1 2016.
  • 64 funds tracked by Wall St. Rank held iShares MSCI Europe Financials ETF as of Q2 2016.

Based on Regal Investment Advisors's 13F filing for Q2 2016, filed 5 Aug 2016.