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Regal Investment Advisors’s Invesco International Corporate Bond ETF PICB Stock Holding History

Regal Investment Advisors’s Portfolio PICB Stock Details PICB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-185
Closed -$4K – 714
2015
Q3 		$4K Hold
185
– – ﹤0.01% 842
2015
Q2 		$4K Hold
185
– – ﹤0.01% 785
2015
Q1 		$5K Hold
185
– – ﹤0.01% 816
2014
Q4 		$5K Hold
185
– – ﹤0.01% 754
2014
Q3 		$5K Hold
185
– – ﹤0.01% 799
2014
Q2 		$6K Sell
185
-250
-57% -$7.57K ﹤0.01% 746
2014
Q1 		$13K Buy
+435
New +$12.9K 0.01% 596
2013
Q4 		– Sell
-435
Closed -$13K – 927
2013
Q3 		$13K Hold
435
– – 0.01% 556
2013
Q2 		$12K Buy
+435
New +$12.6K 0.01% 555

Other funds holding PICB

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CCA
Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FBNAT
FirstMerit Bank N.A. Trustee Akron, Ohio $1.24B AUM 5.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $25B AUM 18.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Regal Investment Advisors sold out of Invesco International Corporate Bond ETF (PICB) in Q4 2015, closing a stake of 185 shares — an estimated $4K sold.

Regal Investment Advisors first reported a position in PICB in Q2 2013 and held it in 9 quarters. The position peaked at $13K in Q1 2014. 46 funds tracked by Wall St. Rank hold PICB as of Q4 2015.

  • Regal Investment Advisors reported no remaining Invesco International Corporate Bond ETF position as of Q4 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 185 Invesco International Corporate Bond ETF shares in Q4 2015, an estimated $4K.
  • Regal Investment Advisors first reported a position in Invesco International Corporate Bond ETF in Q2 2013 and held it in 9 quarters.
  • Regal Investment Advisors's Invesco International Corporate Bond ETF position peaked at $13K in Q1 2014.
  • 46 funds tracked by Wall St. Rank held Invesco International Corporate Bond ETF as of Q4 2015.

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