Regal Investment Advisors’s iShares Global Comm Services ETF IXP Stock Holding History

Regal Investment Advisors’s Portfolio IXP Stock Details IXP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-350	Closed	-$19K	–	584
2015 Q3	$19K	Buy	350 +250	+250%	+$15.2K	﹤0.01%	565
2015 Q2	$6K	Buy	+100	New	+$6.38K	﹤0.01%	727
2015 Q1	–	Sell	-322	Closed	-$19K	–	1003
2014 Q4	$19K	Buy	322 +6	+2%	+$374	0.01%	538
2014 Q3	$20K	Buy	316 +29	+10%	+$1.85K	0.01%	554
2014 Q2	$18K	Hold	287	–	–	0.01%	569
2014 Q1	$19K	Hold	287	–	–	0.01%	520
2013 Q4	$20K	Buy	287 +2	+0.7%	+$135	0.01%	448
2013 Q3	$18K	Sell	285 -149	-34%	-$9.18K	0.01%	495
2013 Q2	$26K	Buy	+434	New	+$26.8K	0.01%	401

Other funds holding IXP

Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PFM

Parsec Financial Management Asheville, North Carolina $2.37B AUM 4.66% 1-Year Est. Return

MPM

Meritage Portfolio Management Overland Park, Kansas $1.51B AUM 26.61% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Regal Investment Advisors sold out of iShares Global Comm Services ETF (IXP) in Q4 2015, closing a stake of 350 shares — an estimated $19K sold.

Regal Investment Advisors first reported a position in IXP in Q2 2013 and held it in 9 quarters. The position peaked at $26K in Q2 2013. 78 funds tracked by Wall St. Rank hold IXP as of Q4 2015.

Regal Investment Advisors reported no remaining iShares Global Comm Services ETF position as of Q4 2015 after selling out during the quarter.
Regal Investment Advisors sold 350 iShares Global Comm Services ETF shares in Q4 2015, an estimated $19K.
Regal Investment Advisors first reported a position in iShares Global Comm Services ETF in Q2 2013 and held it in 9 quarters.
Regal Investment Advisors's iShares Global Comm Services ETF position peaked at $26K in Q2 2013.
78 funds tracked by Wall St. Rank held iShares Global Comm Services ETF as of Q4 2015.

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