RIA
IBLN

Regal Investment Advisors’s Direxion iBillionaire Index ETF IBLN Stock Holding History

Regal Investment Advisors’s Portfolio IBLN Stock Details IBLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-300
Closed -$8K – 1043
2014
Q3 		$8K Buy
+300
New +$7.68K ﹤0.01% 737

Other funds holding IBLN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CDIA
Capital Directions Investment Advisors Atlanta, Georgia $268M AUM 20.15% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
BRWM
B. Riley Wealth Management Memphis, Tennessee $85.5M AUM 3.46% 1-Year Est. Return

Regal Investment Advisors's IBLN Position: Q4 2014 in Review

Regal Investment Advisors sold out of Direxion iBillionaire Index ETF (IBLN) in Q4 2014, closing a stake of 300 shares — an estimated $8K sold.

Regal Investment Advisors first reported a position in IBLN in Q3 2014 and held it in 1 quarter. The position peaked at $8K in Q3 2014. 13 funds tracked by Wall St. Rank hold IBLN as of Q4 2014.

  • Regal Investment Advisors reported no remaining Direxion iBillionaire Index ETF position as of Q4 2014 after selling out during the quarter.
  • Regal Investment Advisors sold 300 Direxion iBillionaire Index ETF shares in Q4 2014, an estimated $8K.
  • Regal Investment Advisors first reported a position in Direxion iBillionaire Index ETF in Q3 2014 and held it in 1 quarter.
  • Regal Investment Advisors's Direxion iBillionaire Index ETF position peaked at $8K in Q3 2014.
  • 13 funds tracked by Wall St. Rank held Direxion iBillionaire Index ETF as of Q4 2014.

Based on Regal Investment Advisors's 13F filing for Q4 2014, filed 11 Feb 2015.