Regal Investment Advisors’s iShares US Regional Banks ETF IAT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-5,367	Closed	-$270K	–	280
2018 Q1	$270K	Buy	+5,367	New	+$280K	0.06%	244
2015 Q4	–	Sell	-150	Closed	-$5K	–	551
2015 Q3	$5K	Buy	+150	New	+$5.33K	﹤0.01%	804
2015 Q1	–	Sell	-150	Closed	-$5K	–	998
2014 Q4	$5K	Hold	150	–	–	﹤0.01%	749
2014 Q3	$5K	Hold	150	–	–	﹤0.01%	792
2014 Q2	$5K	Hold	150	–	–	﹤0.01%	766
2014 Q1	$5K	Hold	150	–	–	﹤0.01%	742
2013 Q4	$5K	Hold	150	–	–	﹤0.01%	675
2013 Q3	$4K	Hold	150	–	–	﹤0.01%	724
2013 Q2	$4K	Buy	+150	New	+$4.14K	﹤0.01%	720

Other funds holding IAT

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

HCMNY

Howard Capital Management (New York) New York $891M AUM 34.82% 1-Year Est. Return

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

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BCM

BTR Capital Management Oakland, California $641M AUM 9.05% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Regal Investment Advisors's IAT Position: Q2 2018 in Review

Regal Investment Advisors sold out of iShares US Regional Banks ETF (IAT) in Q2 2018, closing a stake of 5,367 shares — an estimated $270K sold.

Regal Investment Advisors first reported a position in IAT in Q2 2013 and held it in 9 quarters. The position peaked at $270K in Q1 2018. 137 funds tracked by Wall St. Rank hold IAT as of Q2 2018.

Regal Investment Advisors reported no remaining iShares US Regional Banks ETF position as of Q2 2018 after selling out during the quarter.
Regal Investment Advisors sold 5,367 iShares US Regional Banks ETF shares in Q2 2018, an estimated $270K.
Regal Investment Advisors first reported a position in iShares US Regional Banks ETF in Q2 2013 and held it in 9 quarters.
Regal Investment Advisors's iShares US Regional Banks ETF position peaked at $270K in Q1 2018.
137 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2018.

Based on Regal Investment Advisors's 13F filing for Q2 2018, filed 10 Aug 2018.