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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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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.