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Regal Investment Advisors’s iShares US Industrials ETF IYJ Stock Holding History

Regal Investment Advisors’s Portfolio IYJ Stock Details IYJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-4,436
Closed -$319K – 335
2018
Q2 		$319K Sell
4,436
-5,452
-55% -$399K 0.1% 205
2018
Q1 		$717K Sell
9,888
-748
-7% -$56.3K 0.16% 147
2017
Q4 		$784K Sell
10,636
-1,262
-11% -$90.1K 0.17% 140
2017
Q3 		$824K Sell
11,898
-1,186
-9% -$79.3K 0.19% 135
2017
Q2 		$860K Buy
13,084
+410
+3% +$26.5K 0.21% 125
2017
Q1 		$798K Buy
12,674
+8,672
+217% +$542K 0.21% 126
2016
Q4 		$241K Buy
+4,002
New +$234K 0.07% 223
2015
Q4 		– Sell
-1,268
Closed -$61K – 589
2015
Q3 		$61K Hold
1,268
– – 0.02% 404
2015
Q2 		$66K Sell
1,268
-126
-9% -$6.84K 0.02% 386
2015
Q1 		$75K Buy
1,394
+214
+18% +$11.5K 0.02% 383
2014
Q4 		$63K Buy
1,180
+36
+3% +$1.87K 0.02% 370
2014
Q3 		$58K Buy
1,144
+12
+1% +$616 0.02% 390
2014
Q2 		$59K Sell
1,132
-14
-1% -$714 0.02% 354
2014
Q1 		$58K Buy
1,146
+326
+40% +$16.2K 0.02% 326
2013
Q4 		$42K Sell
820
-14,034
-94% -$670K 0.02% 313
2013
Q3 		$672K Buy
14,854
+12,206
+461% +$538K 0.39% 93
2013
Q2 		$110K Buy
+2,648
New +$110K 0.06% 222

Other funds holding IYJ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Regal Investment Advisors's IYJ Position: Q3 2018 in Review

Regal Investment Advisors sold out of iShares US Industrials ETF (IYJ) in Q3 2018, closing a stake of 4,436 shares — an estimated $319K sold.

Regal Investment Advisors first reported a position in IYJ in Q2 2013 and held it in 17 quarters. The position peaked at $860K in Q2 2017. 154 funds tracked by Wall St. Rank hold IYJ as of Q3 2018.

  • Regal Investment Advisors reported no remaining iShares US Industrials ETF position as of Q3 2018 after selling out during the quarter.
  • Regal Investment Advisors sold 4,436 iShares US Industrials ETF shares in Q3 2018, an estimated $319K.
  • Regal Investment Advisors first reported a position in iShares US Industrials ETF in Q2 2013 and held it in 17 quarters.
  • Regal Investment Advisors's iShares US Industrials ETF position peaked at $860K in Q2 2017.
  • 154 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q3 2018.

Based on Regal Investment Advisors's 13F filing for Q3 2018, filed 5 Nov 2018.