Regal Investment Advisors’s iShares US Transportation ETF IYT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-2,624	Closed	-$91K	–	594
2015 Q3	$91K	Buy	+2,624	New	+$95.3K	0.02%	355
2015 Q2	–	Sell	-192	Closed	-$8K	–	979
2015 Q1	$8K	Hold	192	–	–	﹤0.01%	730
2014 Q4	$8K	Sell	192 -4,484	-96%	-$176K	﹤0.01%	664
2014 Q3	$176K	Buy	4,676 +1,940	+71%	+$72.7K	0.05%	232
2014 Q2	$101K	Buy	+2,736	New	+$96.3K	0.04%	277
2014 Q1	–	Sell	-620	Closed	-$20K	–	912
2013 Q4	$20K	Buy	+620	New	+$19.5K	0.01%	449

Other funds holding IYT

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Regal Investment Advisors sold out of iShares US Transportation ETF (IYT) in Q4 2015, closing a stake of 2,624 shares — an estimated $91K sold.

Regal Investment Advisors first reported a position in IYT in Q4 2013 and held it in 6 quarters. The position peaked at $176K in Q3 2014. 111 funds tracked by Wall St. Rank hold IYT as of Q4 2015.

Regal Investment Advisors reported no remaining iShares US Transportation ETF position as of Q4 2015 after selling out during the quarter.
Regal Investment Advisors sold 2,624 iShares US Transportation ETF shares in Q4 2015, an estimated $91K.
Regal Investment Advisors first reported a position in iShares US Transportation ETF in Q4 2013 and held it in 6 quarters.
Regal Investment Advisors's iShares US Transportation ETF position peaked at $176K in Q3 2014.
111 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q4 2015.

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