Regal Investment Advisors’s iShares US Basic Materials ETF IYM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-93	Closed	-$6K	–	592
2015 Q3	$6K	Sell	93 -468	-83%	-$34K	﹤0.01%	783
2015 Q2	$45K	Sell	561 -27	-5%	-$2.27K	0.01%	437
2015 Q1	$48K	Hold	588	–	–	0.01%	436
2014 Q4	$48K	Hold	588	–	–	0.01%	403
2014 Q3	$51K	Sell	588 -14	-2%	-$1.23K	0.02%	408
2014 Q2	$53K	Sell	602 -511	-46%	-$43.4K	0.02%	376
2014 Q1	$93K	Buy	1,113 +233	+26%	+$18.9K	0.04%	271
2013 Q4	$72K	Buy	880 +466	+113%	+$36.1K	0.04%	244
2013 Q3	$31K	Buy	414 +63	+18%	+$4.52K	0.02%	389
2013 Q2	$24K	Buy	+351	New	+$24.5K	0.01%	421

Other funds holding IYM

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Regal Investment Advisors sold out of iShares US Basic Materials ETF (IYM) in Q4 2015, closing a stake of 93 shares — an estimated $6K sold.

Regal Investment Advisors first reported a position in IYM in Q2 2013 and held it in 10 quarters. The position peaked at $93K in Q1 2014. 95 funds tracked by Wall St. Rank hold IYM as of Q4 2015.

Regal Investment Advisors reported no remaining iShares US Basic Materials ETF position as of Q4 2015 after selling out during the quarter.
Regal Investment Advisors sold 93 iShares US Basic Materials ETF shares in Q4 2015, an estimated $6K.
Regal Investment Advisors first reported a position in iShares US Basic Materials ETF in Q2 2013 and held it in 10 quarters.
Regal Investment Advisors's iShares US Basic Materials ETF position peaked at $93K in Q1 2014.
95 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q4 2015.

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