Regal Investment Advisors’s iShares MSCI Switzerland ETF EWL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-391	Closed	-$11K	–	459
2015 Q3	$11K	Sell	391 -3,682	-90%	-$120K	﹤0.01%	669
2015 Q2	$133K	Buy	4,073 +3,525	+643%	+$123K	0.04%	295
2015 Q1	$18K	Hold	548	–	–	﹤0.01%	582
2014 Q4	$17K	Buy	548 +157	+40%	+$5.04K	﹤0.01%	560
2014 Q3	$13K	Sell	391 -7,600	-95%	-$254K	﹤0.01%	635
2014 Q2	$274K	Buy	7,991 +3,291	+70%	+$115K	0.1%	172
2014 Q1	$161K	Buy	4,700 +3,934	+514%	+$131K	0.07%	211
2013 Q4	$25K	Hold	766	–	–	0.01%	406
2013 Q3	$24K	Hold	766	–	–	0.01%	434
2013 Q2	$22K	Buy	+766	New	+$22.9K	0.01%	440

Other funds holding EWL

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

PVH

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

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

KHLMVGHM

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.44B AUM 24.95% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Hexavest Montreal, Quebec, Canada $1.64B AUM 28.34% 1-Year Est. Return

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

Regal Investment Advisors sold out of iShares MSCI Switzerland ETF (EWL) in Q4 2015, closing a stake of 391 shares — an estimated $11K sold.

Regal Investment Advisors first reported a position in EWL in Q2 2013 and held it in 10 quarters. The position peaked at $274K in Q2 2014. 134 funds tracked by Wall St. Rank hold EWL as of Q4 2015.

Regal Investment Advisors reported no remaining iShares MSCI Switzerland ETF position as of Q4 2015 after selling out during the quarter.
Regal Investment Advisors sold 391 iShares MSCI Switzerland ETF shares in Q4 2015, an estimated $11K.
Regal Investment Advisors first reported a position in iShares MSCI Switzerland ETF in Q2 2013 and held it in 10 quarters.
Regal Investment Advisors's iShares MSCI Switzerland ETF position peaked at $274K in Q2 2014.
134 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q4 2015.

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