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Regal Investment Advisors’s Invesco International Dividend Achievers ETF PID Stock Holding History

Regal Investment Advisors’s Portfolio PID Stock Details PID Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-3,965
Closed -$69K – 995
2015
Q1 		$69K Hold
3,965
– – 0.02% 393
2014
Q4 		$69K Buy
+3,965
New +$71.3K 0.02% 358

Other funds holding PID

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CCT
Country Club Trust Kansas City, Missouri $1.27B AUM 22.67% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Regal Investment Advisors's PID Position: Q2 2015 in Review

Regal Investment Advisors sold out of Invesco International Dividend Achievers ETF (PID) in Q2 2015, closing a stake of 3,965 shares — an estimated $69K sold.

Regal Investment Advisors first reported a position in PID in Q4 2014 and held it in 2 quarters. The position peaked at $69K in Q1 2015. 109 funds tracked by Wall St. Rank hold PID as of Q2 2015.

  • Regal Investment Advisors reported no remaining Invesco International Dividend Achievers ETF position as of Q2 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 3,965 Invesco International Dividend Achievers ETF shares in Q2 2015, an estimated $69K.
  • Regal Investment Advisors first reported a position in Invesco International Dividend Achievers ETF in Q4 2014 and held it in 2 quarters.
  • Regal Investment Advisors's Invesco International Dividend Achievers ETF position peaked at $69K in Q1 2015.
  • 109 funds tracked by Wall St. Rank held Invesco International Dividend Achievers ETF as of Q2 2015.

Based on Regal Investment Advisors's 13F filing for Q2 2015, filed 23 Jul 2015.