Regal Investment Advisors’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	–	Sell	-9,897	Closed	-$229K	–	272
2015 Q4	$229K	Buy	9,897 +7,422	+300%	+$175K	0.06%	230
2015 Q3	$55K	Sell	2,475 -2,529	-51%	-$58.7K	0.01%	417
2015 Q2	$113K	Buy	+5,004	New	+$114K	0.03%	320
2014 Q1	–	Sell	-2,763	Closed	-$58K	–	913
2013 Q4	$58K	Buy	+2,763	New	+$55.6K	0.03%	269

Other funds holding KIE

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MIM

Miller Investment Management West Conshohocken, Pennsylvania $1.09B AUM 18.31% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

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

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

Regal Investment Advisors's KIE Position: Q1 2016 in Review

Regal Investment Advisors sold out of State Street SPDR S&P Insurance ETF (KIE) in Q1 2016, closing a stake of 9,897 shares — an estimated $229K sold.

Regal Investment Advisors first reported a position in KIE in Q4 2013 and held it in 4 quarters. The position peaked at $229K in Q4 2015. 68 funds tracked by Wall St. Rank hold KIE as of Q1 2016.

Regal Investment Advisors reported no remaining State Street SPDR S&P Insurance ETF position as of Q1 2016 after selling out during the quarter.
Regal Investment Advisors sold 9,897 State Street SPDR S&P Insurance ETF shares in Q1 2016, an estimated $229K.
Regal Investment Advisors first reported a position in State Street SPDR S&P Insurance ETF in Q4 2013 and held it in 4 quarters.
Regal Investment Advisors's State Street SPDR S&P Insurance ETF position peaked at $229K in Q4 2015.
68 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q1 2016.

Based on Regal Investment Advisors's 13F filing for Q1 2016, filed 16 May 2016.