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Regal Investment Advisors’s Virtus Newfleet Multi-Sector Bond ETF NFLT Stock Holding History

Regal Investment Advisors’s Portfolio NFLT Stock Details NFLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-62
Closed -$1K – 667
2015
Q3 		$1K Buy
+62
New +$1.55K ﹤0.01% 989

Other funds holding NFLT

ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return
MFS
MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GWM
Gupta Wealth Management San Diego, California $427M AUM 0.52% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

Regal Investment Advisors sold out of Virtus Newfleet Multi-Sector Bond ETF (NFLT) in Q4 2015, closing a stake of 62 shares — an estimated $1K sold.

Regal Investment Advisors first reported a position in NFLT in Q3 2015 and held it in 1 quarter. The position peaked at $1K in Q3 2015. 10 funds tracked by Wall St. Rank hold NFLT as of Q4 2015.

  • Regal Investment Advisors reported no remaining Virtus Newfleet Multi-Sector Bond ETF position as of Q4 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 62 Virtus Newfleet Multi-Sector Bond ETF shares in Q4 2015, an estimated $1K.
  • Regal Investment Advisors first reported a position in Virtus Newfleet Multi-Sector Bond ETF in Q3 2015 and held it in 1 quarter.
  • Regal Investment Advisors's Virtus Newfleet Multi-Sector Bond ETF position peaked at $1K in Q3 2015.
  • 10 funds tracked by Wall St. Rank held Virtus Newfleet Multi-Sector Bond ETF as of Q4 2015.

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