RIA
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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

V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 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
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return