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Regal Investment Advisors’s iShares MSCI Australia ETF EWA Stock Holding History

Regal Investment Advisors’s Portfolio EWA Stock Details EWA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-856
Closed -$22K – 861
2013
Q3 		$22K Buy
856
+653
+322% +$15.7K 0.01% 452
2013
Q2 		$5K Buy
+203
New +$5.24K ﹤0.01% 694

Other funds holding EWA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Regal Investment Advisors's EWA Position: Q4 2013 in Review

Regal Investment Advisors sold out of iShares MSCI Australia ETF (EWA) in Q4 2013, closing a stake of 856 shares — an estimated $22K sold.

Regal Investment Advisors first reported a position in EWA in Q2 2013 and held it in 2 quarters. The position peaked at $22K in Q3 2013. 181 funds tracked by Wall St. Rank hold EWA as of Q4 2013.

  • Regal Investment Advisors reported no remaining iShares MSCI Australia ETF position as of Q4 2013 after selling out during the quarter.
  • Regal Investment Advisors sold 856 iShares MSCI Australia ETF shares in Q4 2013, an estimated $22K.
  • Regal Investment Advisors first reported a position in iShares MSCI Australia ETF in Q2 2013 and held it in 2 quarters.
  • Regal Investment Advisors's iShares MSCI Australia ETF position peaked at $22K in Q3 2013.
  • 181 funds tracked by Wall St. Rank held iShares MSCI Australia ETF as of Q4 2013.

Based on Regal Investment Advisors's 13F filing for Q4 2013, filed 6 Feb 2014.