Regal Investment Advisors’s AdvisorShares Morgan Creek Global Tactical ETF GTAA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q3	–	Sell	-2,365	Closed	-$58K	–	1185
2015 Q2	$58K	Sell	2,365 -176	-7%	-$4.51K	0.02%	397
2015 Q1	$65K	Hold	2,541	–	–	0.02%	395
2014 Q4	$63K	Hold	2,541	–	–	0.02%	371
2014 Q3	$64K	Sell	2,541 -107	-4%	-$2.76K	0.02%	382
2014 Q2	$69K	Buy	+2,648	New	+$68.2K	0.02%	332

Other funds holding GTAA

VKH

Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Regal Investment Advisors's GTAA Position: Q3 2015 in Review

Regal Investment Advisors sold out of AdvisorShares Morgan Creek Global Tactical ETF (GTAA) in Q3 2015, closing a stake of 2,365 shares — an estimated $58K sold.

Regal Investment Advisors first reported a position in GTAA in Q2 2014 and held it in 5 quarters. The position peaked at $69K in Q2 2014. 10 funds tracked by Wall St. Rank hold GTAA as of Q3 2015.

Regal Investment Advisors reported no remaining AdvisorShares Morgan Creek Global Tactical ETF position as of Q3 2015 after selling out during the quarter.
Regal Investment Advisors sold 2,365 AdvisorShares Morgan Creek Global Tactical ETF shares in Q3 2015, an estimated $58K.
Regal Investment Advisors first reported a position in AdvisorShares Morgan Creek Global Tactical ETF in Q2 2014 and held it in 5 quarters.
Regal Investment Advisors's AdvisorShares Morgan Creek Global Tactical ETF position peaked at $69K in Q2 2014.
10 funds tracked by Wall St. Rank held AdvisorShares Morgan Creek Global Tactical ETF as of Q3 2015.

Based on Regal Investment Advisors's 13F filing for Q3 2015, filed 12 Nov 2015.