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Regal Investment Advisors’s iShares Russell Top 200 ETF IWL Stock Holding History

Regal Investment Advisors’s Portfolio IWL Stock Details IWL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-872
Closed -$32K – 908
2013
Q2 		$32K Buy
+872
New +$31.9K 0.02% 361

Other funds holding IWL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
FBNAT
FirstMerit Bank N.A. Trustee Akron, Ohio $1.24B AUM 5.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Regal Investment Advisors's IWL Position: Q3 2013 in Review

Regal Investment Advisors sold out of iShares Russell Top 200 ETF (IWL) in Q3 2013, closing a stake of 872 shares — an estimated $32K sold.

Regal Investment Advisors first reported a position in IWL in Q2 2013 and held it in 1 quarter. The position peaked at $32K in Q2 2013. 17 funds tracked by Wall St. Rank hold IWL as of Q3 2013.

  • Regal Investment Advisors reported no remaining iShares Russell Top 200 ETF position as of Q3 2013 after selling out during the quarter.
  • Regal Investment Advisors sold 872 iShares Russell Top 200 ETF shares in Q3 2013, an estimated $32K.
  • Regal Investment Advisors first reported a position in iShares Russell Top 200 ETF in Q2 2013 and held it in 1 quarter.
  • Regal Investment Advisors's iShares Russell Top 200 ETF position peaked at $32K in Q2 2013.
  • 17 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q3 2013.

Based on Regal Investment Advisors's 13F filing for Q3 2013, filed 12 Nov 2013.