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Regal Investment Advisors’s iShares MSCI Canada ETF EWC Stock Holding History

Regal Investment Advisors’s Portfolio EWC Stock Details EWC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-292
Closed -$6K – 458
2015
Q3 		$6K Hold
292
– – ﹤0.01% 778
2015
Q2 		$7K Hold
292
– – ﹤0.01% 698
2015
Q1 		$8K Hold
292
– – ﹤0.01% 725
2014
Q4 		$8K Sell
292
-9,421
-97% -$277K ﹤0.01% 659
2014
Q3 		$298K Buy
9,713
+9,421
+3,226% +$303K 0.09% 185
2014
Q2 		$9K Hold
292
– – ﹤0.01% 684
2014
Q1 		$9K Sell
292
-370
-56% -$10.7K ﹤0.01% 654
2013
Q4 		$19K Buy
662
+370
+127% +$10.7K 0.01% 463
2013
Q3 		$8K Sell
292
-587
-67% -$16.3K ﹤0.01% 636
2013
Q2 		$23K Buy
+879
New +$24.2K 0.01% 431

Other funds holding EWC

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MTB
Mizuho Trust & Banking Tokyo, Japan $25.2M AUM 15.76% 1-Year Est. Return

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

Regal Investment Advisors sold out of iShares MSCI Canada ETF (EWC) in Q4 2015, closing a stake of 292 shares — an estimated $6K sold.

Regal Investment Advisors first reported a position in EWC in Q2 2013 and held it in 10 quarters. The position peaked at $298K in Q3 2014. 206 funds tracked by Wall St. Rank hold EWC as of Q4 2015.

  • Regal Investment Advisors reported no remaining iShares MSCI Canada ETF position as of Q4 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 292 iShares MSCI Canada ETF shares in Q4 2015, an estimated $6K.
  • Regal Investment Advisors first reported a position in iShares MSCI Canada ETF in Q2 2013 and held it in 10 quarters.
  • Regal Investment Advisors's iShares MSCI Canada ETF position peaked at $298K in Q3 2014.
  • 206 funds tracked by Wall St. Rank held iShares MSCI Canada ETF as of Q4 2015.

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