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Regal Investment Advisors’s iShares Morningstar Small-Cap Value ETF ISCV Stock Holding History

Regal Investment Advisors’s Portfolio ISCV Stock Details ISCV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-525
Closed -$19K – 895
2013
Q3 		$19K Sell
525
-723
-58% -$26.2K 0.01% 482
2013
Q2 		$43K Buy
+1,248
New +$43K 0.02% 318

Other funds holding ISCV

AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AW
ACG Wealth Atlanta, Georgia $437M AUM 11.28% 1-Year Est. Return

Regal Investment Advisors's ISCV Position: Q4 2013 in Review

Regal Investment Advisors sold out of iShares Morningstar Small-Cap Value ETF (ISCV) in Q4 2013, closing a stake of 525 shares — an estimated $19K sold.

Regal Investment Advisors first reported a position in ISCV in Q2 2013 and held it in 2 quarters. The position peaked at $43K in Q2 2013. 40 funds tracked by Wall St. Rank hold ISCV as of Q4 2013.

  • Regal Investment Advisors reported no remaining iShares Morningstar Small-Cap Value ETF position as of Q4 2013 after selling out during the quarter.
  • Regal Investment Advisors sold 525 iShares Morningstar Small-Cap Value ETF shares in Q4 2013, an estimated $19K.
  • Regal Investment Advisors first reported a position in iShares Morningstar Small-Cap Value ETF in Q2 2013 and held it in 2 quarters.
  • Regal Investment Advisors's iShares Morningstar Small-Cap Value ETF position peaked at $43K in Q2 2013.
  • 40 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Value ETF as of Q4 2013.

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