Regal Investment Advisors’s Barclays Bank PLC iPath Exchange Traded Notes Linked to Goldman Sachs Crude Oil Total Return In OIL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-500	Closed	-$4K	–	1113
2015 Q3	$4K	Sell	500 -472	-49%	-$4.22K	﹤0.01%	866
2015 Q2	$11K	Hold	972	–	–	﹤0.01%	650
2015 Q1	$10K	Buy	972 +472	+94%	+$5.13K	﹤0.01%	702
2014 Q4	$6K	Hold	500	–	–	﹤0.01%	742
2014 Q3	$11K	Hold	500	–	–	﹤0.01%	684
2014 Q2	$13K	Hold	500	–	–	﹤0.01%	631
2014 Q1	$12K	Hold	500	–	–	0.01%	616
2013 Q4	$12K	Hold	500	–	–	0.01%	564
2013 Q3	$12K	Hold	500	–	–	0.01%	576
2013 Q2	$11K	Buy	+500	New	+$11K	0.01%	578

Other funds holding OIL

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

DSN

D. Scott Neal Lexington, Kentucky $216M AUM 33.28% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Zhang Financial Portage, Michigan $2.89B AUM 18.44% 1-Year Est. Return

Spot Trading Chicago, Illinois $5.81B AUM 22.41% 1-Year Est. Return

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

Regal Investment Advisors sold out of Barclays Bank PLC iPath Exchange Traded Notes Linked to Goldman Sachs Crude Oil Total Return In (OIL) in Q4 2015, closing a stake of 500 shares — an estimated $4K sold.

Regal Investment Advisors first reported a position in OIL in Q2 2013 and held it in 10 quarters. The position peaked at $13K in Q2 2014. 107 funds tracked by Wall St. Rank hold OIL as of Q4 2015.

Regal Investment Advisors reported no remaining Barclays Bank PLC iPath Exchange Traded Notes Linked to Goldman Sachs Crude Oil Total Return In position as of Q4 2015 after selling out during the quarter.
Regal Investment Advisors sold 500 Barclays Bank PLC iPath Exchange Traded Notes Linked to Goldman Sachs Crude Oil Total Return In shares in Q4 2015, an estimated $4K.
Regal Investment Advisors first reported a position in Barclays Bank PLC iPath Exchange Traded Notes Linked to Goldman Sachs Crude Oil Total Return In in Q2 2013 and held it in 10 quarters.
Regal Investment Advisors's Barclays Bank PLC iPath Exchange Traded Notes Linked to Goldman Sachs Crude Oil Total Return In position peaked at $13K in Q2 2014.
107 funds tracked by Wall St. Rank held Barclays Bank PLC iPath Exchange Traded Notes Linked to Goldman Sachs Crude Oil Total Return In as of Q4 2015.

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