Regal Investment Advisors’s iShares US Utilities ETF IDU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	–	Sell	-556	Closed	-$33K	–	999
2014 Q4	$33K	Buy	556 +24	+5%	+$1.36K	0.01%	454
2014 Q3	$28K	Sell	532 -76	-13%	-$4.05K	0.01%	498
2014 Q2	$34K	Buy	608 +76	+14%	+$4.06K	0.01%	449
2014 Q1	$28K	Hold	532	–	–	0.01%	443
2013 Q4	$25K	Sell	532 -20,640	-97%	-$992K	0.01%	408
2013 Q3	$994K	Buy	21,172 +17,568	+487%	+$840K	0.58%	68
2013 Q2	$172K	Buy	+3,604	New	+$176K	0.1%	167

Other funds holding IDU

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

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

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Regal Investment Advisors's IDU Position: Q1 2015 in Review

Regal Investment Advisors sold out of iShares US Utilities ETF (IDU) in Q1 2015, closing a stake of 556 shares — an estimated $33K sold.

Regal Investment Advisors first reported a position in IDU in Q2 2013 and held it in 7 quarters. The position peaked at $994K in Q3 2013. 121 funds tracked by Wall St. Rank hold IDU as of Q1 2015.

Regal Investment Advisors reported no remaining iShares US Utilities ETF position as of Q1 2015 after selling out during the quarter.
Regal Investment Advisors sold 556 iShares US Utilities ETF shares in Q1 2015, an estimated $33K.
Regal Investment Advisors first reported a position in iShares US Utilities ETF in Q2 2013 and held it in 7 quarters.
Regal Investment Advisors's iShares US Utilities ETF position peaked at $994K in Q3 2013.
121 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q1 2015.

Based on Regal Investment Advisors's 13F filing for Q1 2015, filed 30 Apr 2015.