RIA
ILCG icon

Regal Investment Advisors’s iShares Morningstar Growth ETF ILCG Stock Holding History

Regal Investment Advisors’s Portfolio ILCG Stock Details ILCG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-305
Closed -$6K – 566
2015
Q3 		$6K Hold
305
– – ﹤0.01% 782
2015
Q2 		$7K Hold
305
– – ﹤0.01% 701
2015
Q1 		$7K Buy
+305
New +$7.11K ﹤0.01% 760

Other funds holding ILCG

Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BWM
Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NFG
Noven Financial Group Denver, Colorado $123M AUM 5.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
MFS
MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 1-Year Est. Return

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

Regal Investment Advisors sold out of iShares Morningstar Growth ETF (ILCG) in Q4 2015, closing a stake of 305 shares — an estimated $6K sold.

Regal Investment Advisors first reported a position in ILCG in Q1 2015 and held it in 3 quarters. The position peaked at $7K in Q2 2015. 82 funds tracked by Wall St. Rank hold ILCG as of Q4 2015.

  • Regal Investment Advisors reported no remaining iShares Morningstar Growth ETF position as of Q4 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 305 iShares Morningstar Growth ETF shares in Q4 2015, an estimated $6K.
  • Regal Investment Advisors first reported a position in iShares Morningstar Growth ETF in Q1 2015 and held it in 3 quarters.
  • Regal Investment Advisors's iShares Morningstar Growth ETF position peaked at $7K in Q2 2015.
  • 82 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q4 2015.

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