Regal Investment Advisors’s iShares MSCI Hong Kong ETF EWH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	–	Sell	-2,437	Closed	-$50K	–	988
2014 Q4	$50K	Sell	2,437 -13,664	-85%	-$288K	0.01%	396
2014 Q3	$327K	Buy	16,101 +13,664	+561%	+$296K	0.1%	180
2014 Q2	$51K	Hold	2,437	–	–	0.02%	386
2014 Q1	$48K	Sell	2,437 -157	-6%	-$3.1K	0.02%	352
2013 Q4	$53K	Buy	2,594 +157	+6%	+$3.2K	0.03%	283
2013 Q3	$49K	Hold	2,437	–	–	0.03%	301
2013 Q2	$46K	Buy	+2,437	New	+$48.2K	0.03%	303

Other funds holding EWH

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

PPFA

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.95B AUM 25.05% 1-Year Est. Return

MAM

Marketfield Asset Management New York $127M AUM 30.51% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

ALA

Atherton Lane Advisers Menlo Park, California $1.72B AUM 0.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

GAM Holding Zurich, Switzerland $1.31B AUM 35.17% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Regal Investment Advisors's EWH Position: Q1 2015 in Review

Regal Investment Advisors sold out of iShares MSCI Hong Kong ETF (EWH) in Q1 2015, closing a stake of 2,437 shares — an estimated $50K sold.

Regal Investment Advisors first reported a position in EWH in Q2 2013 and held it in 7 quarters. The position peaked at $327K in Q3 2014. 149 funds tracked by Wall St. Rank hold EWH as of Q1 2015.

Regal Investment Advisors reported no remaining iShares MSCI Hong Kong ETF position as of Q1 2015 after selling out during the quarter.
Regal Investment Advisors sold 2,437 iShares MSCI Hong Kong ETF shares in Q1 2015, an estimated $50K.
Regal Investment Advisors first reported a position in iShares MSCI Hong Kong ETF in Q2 2013 and held it in 7 quarters.
Regal Investment Advisors's iShares MSCI Hong Kong ETF position peaked at $327K in Q3 2014.
149 funds tracked by Wall St. Rank held iShares MSCI Hong Kong ETF as of Q1 2015.

Based on Regal Investment Advisors's 13F filing for Q1 2015, filed 30 Apr 2015.