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Regal Investment Advisors’s iShares MSCI United Kingdom ETF EWU Stock Holding History

Regal Investment Advisors’s Portfolio EWU Stock Details EWU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-437
Closed -$17K – 862
2013
Q3 		$17K Buy
437
+3
+0.7% +$114 0.01% 504
2013
Q2 		$16K Buy
+434
New +$16.2K 0.01% 499

Other funds holding EWU

WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
H
Hexavest Montreal, Quebec, Canada $1.64B AUM 28.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

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

Regal Investment Advisors sold out of iShares MSCI United Kingdom ETF (EWU) in Q4 2013, closing a stake of 437 shares — an estimated $17K sold.

Regal Investment Advisors first reported a position in EWU in Q2 2013 and held it in 2 quarters. The position peaked at $17K in Q3 2013. 161 funds tracked by Wall St. Rank hold EWU as of Q4 2013.

  • Regal Investment Advisors reported no remaining iShares MSCI United Kingdom ETF position as of Q4 2013 after selling out during the quarter.
  • Regal Investment Advisors sold 437 iShares MSCI United Kingdom ETF shares in Q4 2013, an estimated $17K.
  • Regal Investment Advisors first reported a position in iShares MSCI United Kingdom ETF in Q2 2013 and held it in 2 quarters.
  • Regal Investment Advisors's iShares MSCI United Kingdom ETF position peaked at $17K in Q3 2013.
  • 161 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q4 2013.

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