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Regal Investment Advisors’s iShares International Developed Real Estate ETF IFGL Stock Holding History

Regal Investment Advisors’s Portfolio IFGL Stock Details IFGL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-100
Closed -$2K – 559
2015
Q3 		$2K Hold
100
– – ﹤0.01% 937
2015
Q2 		$2K Hold
100
– – ﹤0.01% 845
2015
Q1 		$3K Hold
100
– – ﹤0.01% 870
2014
Q4 		$3K Hold
100
– – ﹤0.01% 808
2014
Q3 		$3K Hold
100
– – ﹤0.01% 846
2014
Q2 		$3K Hold
100
– – ﹤0.01% 813
2014
Q1 		$3K Hold
100
– – ﹤0.01% 791
2013
Q4 		$3K Hold
100
– – ﹤0.01% 729
2013
Q3 		$3K Hold
100
– – ﹤0.01% 761
2013
Q2 		$3K Buy
+100
New +$3.44K ﹤0.01% 752

Other funds holding IFGL

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
AWMG
Alliance Wealth Management Group Flemington, New Jersey $457M AUM 12.13% 1-Year Est. Return
EHPM
Emery Howard Portfolio Management Burlingame, California $773M AUM 18.85% 1-Year Est. Return
IWC
Integrated Wealth Counsel Carmel, California $46.5M AUM 7.34% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Regal Investment Advisors's IFGL Position: Q4 2015 in Review

Regal Investment Advisors sold out of iShares International Developed Real Estate ETF (IFGL) in Q4 2015, closing a stake of 100 shares — an estimated $2K sold.

Regal Investment Advisors first reported a position in IFGL in Q2 2013 and held it in 10 quarters. The position peaked at $3K in Q1 2015. 76 funds tracked by Wall St. Rank hold IFGL as of Q4 2015.

  • Regal Investment Advisors reported no remaining iShares International Developed Real Estate ETF position as of Q4 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 100 iShares International Developed Real Estate ETF shares in Q4 2015, an estimated $2K.
  • Regal Investment Advisors first reported a position in iShares International Developed Real Estate ETF in Q2 2013 and held it in 10 quarters.
  • Regal Investment Advisors's iShares International Developed Real Estate ETF position peaked at $3K in Q1 2015.
  • 76 funds tracked by Wall St. Rank held iShares International Developed Real Estate ETF as of Q4 2015.

Based on Regal Investment Advisors's 13F filing for Q4 2015, filed 8 Feb 2016.