RIA
IPFF

Regal Investment Advisors’s iShares International Preferred Stock ETF IPFF Stock Holding History

Regal Investment Advisors’s Portfolio IPFF Stock Details IPFF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-675
Closed -$13K – 1132
2015
Q2 		$13K Buy
+675
New +$14K ﹤0.01% 622

Other funds holding IPFF

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PTCG
Pring Turner Capital Group Alamo, California $166M AUM 22.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
SI
SII Investments Appleton, Wisconsin $965M AUM 15.44% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Regal Investment Advisors's IPFF Position: Q3 2015 in Review

Regal Investment Advisors sold out of iShares International Preferred Stock ETF (IPFF) in Q3 2015, closing a stake of 675 shares — an estimated $13K sold.

Regal Investment Advisors first reported a position in IPFF in Q2 2015 and held it in 1 quarter. The position peaked at $13K in Q2 2015. 17 funds tracked by Wall St. Rank hold IPFF as of Q3 2015.

  • Regal Investment Advisors reported no remaining iShares International Preferred Stock ETF position as of Q3 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 675 iShares International Preferred Stock ETF shares in Q3 2015, an estimated $13K.
  • Regal Investment Advisors first reported a position in iShares International Preferred Stock ETF in Q2 2015 and held it in 1 quarter.
  • Regal Investment Advisors's iShares International Preferred Stock ETF position peaked at $13K in Q2 2015.
  • 17 funds tracked by Wall St. Rank held iShares International Preferred Stock ETF as of Q3 2015.

Based on Regal Investment Advisors's 13F filing for Q3 2015, filed 12 Nov 2015.