RIA
PBE icon

Regal Investment Advisors’s Invesco Biotechnology & Genome ETF PBE Stock Holding History

Regal Investment Advisors’s Portfolio PBE Stock Details PBE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-166
Closed -$7K – 699
2015
Q3 		$7K Buy
+166
New +$9.28K ﹤0.01% 763

Other funds holding PBE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TAM
Trillium Asset Management Boston, Massachusetts $3.01B AUM 19.96% 1-Year Est. Return
QA
Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TCM
Traynor Capital Management Malvern, Pennsylvania $1.7B AUM 39.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Regal Investment Advisors sold out of Invesco Biotechnology & Genome ETF (PBE) in Q4 2015, closing a stake of 166 shares — an estimated $7K sold.

Regal Investment Advisors first reported a position in PBE in Q3 2015 and held it in 1 quarter. The position peaked at $7K in Q3 2015. 86 funds tracked by Wall St. Rank hold PBE as of Q4 2015.

  • Regal Investment Advisors reported no remaining Invesco Biotechnology & Genome ETF position as of Q4 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 166 Invesco Biotechnology & Genome ETF shares in Q4 2015, an estimated $7K.
  • Regal Investment Advisors first reported a position in Invesco Biotechnology & Genome ETF in Q3 2015 and held it in 1 quarter.
  • Regal Investment Advisors's Invesco Biotechnology & Genome ETF position peaked at $7K in Q3 2015.
  • 86 funds tracked by Wall St. Rank held Invesco Biotechnology & Genome ETF as of Q4 2015.

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