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Regal Investment Advisors’s iShares Dow Jones US ETF IYY Stock Holding History

Regal Investment Advisors’s Portfolio IYY Stock Details IYY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-600
Closed -$28K – 595
2015
Q3 		$28K Buy
600
+400
+200% +$20.5K 0.01% 503
2015
Q2 		$10K Hold
200
– – ﹤0.01% 657
2015
Q1 		$10K Sell
200
-400
-67% -$20.8K ﹤0.01% 690
2014
Q4 		$31K Hold
600
– – 0.01% 465
2014
Q3 		$30K Hold
600
– – 0.01% 487
2014
Q2 		$30K Hold
600
– – 0.01% 477
2014
Q1 		$28K Sell
600
-1,100
-65% -$51.2K 0.01% 444
2013
Q4 		$79K Buy
1,700
+1,100
+183% +$49.3K 0.05% 235
2013
Q3 		$26K Hold
600
– – 0.02% 421
2013
Q2 		$24K Buy
+600
New +$24.3K 0.01% 422

Other funds holding IYY

AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LWA
Lowe Wealth Advisors Columbia, Maryland $274M AUM 14.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAC
Asset Advisors Corp Augusta, Georgia $575M AUM 14.42% 1-Year Est. Return

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

Regal Investment Advisors sold out of iShares Dow Jones US ETF (IYY) in Q4 2015, closing a stake of 600 shares — an estimated $28K sold.

Regal Investment Advisors first reported a position in IYY in Q2 2013 and held it in 10 quarters. The position peaked at $79K in Q4 2013. 102 funds tracked by Wall St. Rank hold IYY as of Q4 2015.

  • Regal Investment Advisors reported no remaining iShares Dow Jones US ETF position as of Q4 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 600 iShares Dow Jones US ETF shares in Q4 2015, an estimated $28K.
  • Regal Investment Advisors first reported a position in iShares Dow Jones US ETF in Q2 2013 and held it in 10 quarters.
  • Regal Investment Advisors's iShares Dow Jones US ETF position peaked at $79K in Q4 2013.
  • 102 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q4 2015.

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