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Regal Investment Advisors’s iShares Morningstar Small-Cap Growth ETF ISCG Stock Holding History

Regal Investment Advisors’s Portfolio ISCG Stock Details ISCG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-930
Closed -$19K – 894
2013
Q3 		$19K Sell
930
-1,482
-61% -$29.1K 0.01% 481
2013
Q2 		$44K Buy
+2,412
New +$42.4K 0.02% 312

Other funds holding ISCG

CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.84B AUM 13.62% 1-Year Est. Return
NFG
Noven Financial Group Denver, Colorado $123M AUM 5.23% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CMP
Courage Miller Partners Norfolk, Virginia $354M AUM 13.72% 1-Year Est. Return
NPC
National Planning Corporation El Segundo, California $726K AUM 14.28% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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 ISCG Position: Q4 2013 in Review

Regal Investment Advisors sold out of iShares Morningstar Small-Cap Growth ETF (ISCG) in Q4 2013, closing a stake of 930 shares — an estimated $19K sold.

Regal Investment Advisors first reported a position in ISCG in Q2 2013 and held it in 2 quarters. The position peaked at $44K in Q2 2013. 32 funds tracked by Wall St. Rank hold ISCG as of Q4 2013.

  • Regal Investment Advisors reported no remaining iShares Morningstar Small-Cap Growth ETF position as of Q4 2013 after selling out during the quarter.
  • Regal Investment Advisors sold 930 iShares Morningstar Small-Cap Growth ETF shares in Q4 2013, an estimated $19K.
  • Regal Investment Advisors first reported a position in iShares Morningstar Small-Cap Growth ETF in Q2 2013 and held it in 2 quarters.
  • Regal Investment Advisors's iShares Morningstar Small-Cap Growth ETF position peaked at $44K in Q2 2013.
  • 32 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Growth ETF as of Q4 2013.

Based on Regal Investment Advisors's 13F filing for Q4 2013, filed 6 Feb 2014.