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Regal Investment Advisors’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Regal Investment Advisors’s Portfolio IJJ Stock Details IJJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-8,718
Closed -$580K – 260
2016
Q3 		$580K Sell
8,718
-796
-8% -$52.6K 0.16% 154
2016
Q2 		$609K Buy
9,514
+3,330
+54% +$210K 0.17% 144
2016
Q1 		$384K Buy
+6,184
New +$350K 0.1% 169
2015
Q4 		– Sell
-1,518
Closed -$87K – 563
2015
Q3 		$87K Sell
1,518
-1,868
-55% -$114K 0.02% 363
2015
Q2 		$218K Buy
3,386
+552
+19% +$36.5K 0.06% 235
2015
Q1 		$186K Sell
2,834
-734
-21% -$47.2K 0.05% 262
2014
Q4 		$228K Sell
3,568
-772
-18% -$47.9K 0.06% 208
2014
Q3 		$261K Buy
4,340
+2
+0% +$125 0.08% 200
2014
Q2 		$275K Buy
4,338
+2
+0% +$122 0.1% 171
2014
Q1 		$261K Buy
4,336
+2,720
+168% +$159K 0.11% 163
2013
Q4 		$94K Sell
1,616
-302
-16% -$17K 0.05% 218
2013
Q3 		$104K Buy
1,918
+28
+1% +$1.49K 0.06% 234
2013
Q2 		$96K Buy
+1,890
New +$95.6K 0.05% 237

Other funds holding IJJ

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Regal Investment Advisors's IJJ Position: Q4 2016 in Review

Regal Investment Advisors sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q4 2016, closing a stake of 8,718 shares — an estimated $580K sold.

Regal Investment Advisors first reported a position in IJJ in Q2 2013 and held it in 13 quarters. The position peaked at $609K in Q2 2016. 364 funds tracked by Wall St. Rank hold IJJ as of Q4 2016.

  • Regal Investment Advisors reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q4 2016 after selling out during the quarter.
  • Regal Investment Advisors sold 8,718 iShares S&P Mid-Cap 400 Value ETF shares in Q4 2016, an estimated $580K.
  • Regal Investment Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2013 and held it in 13 quarters.
  • Regal Investment Advisors's iShares S&P Mid-Cap 400 Value ETF position peaked at $609K in Q2 2016.
  • 364 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q4 2016.

Based on Regal Investment Advisors's 13F filing for Q4 2016, filed 6 Feb 2017.