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Regal Investment Advisors’s Invesco Dorsey Wright Emerging Markets Momentum ETF PIE Stock Holding History

Regal Investment Advisors’s Portfolio PIE Stock Details PIE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-75
Closed -$1K – 715
2015
Q3 		$1K Hold
75
– – ﹤0.01% 991
2015
Q2 		$1K Hold
75
– – ﹤0.01% 889
2015
Q1 		$1K Hold
75
– – ﹤0.01% 942
2014
Q4 		$1K Hold
75
– – ﹤0.01% 886
2014
Q3 		$1K Hold
75
– – ﹤0.01% 914
2014
Q2 		$1K Hold
75
– – ﹤0.01% 879
2014
Q1 		$1K Buy
+75
New +$1.3K ﹤0.01% 862

Other funds holding PIE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WF
WealthTrust Fairport Cleveland, Ohio $1.06B AUM 3.47% 1-Year Est. Return
HF
Hoxton Financial Shepherdstown, West Virginia $194M AUM 6.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

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

Regal Investment Advisors sold out of Invesco Dorsey Wright Emerging Markets Momentum ETF (PIE) in Q4 2015, closing a stake of 75 shares — an estimated $1K sold.

Regal Investment Advisors first reported a position in PIE in Q1 2014 and held it in 7 quarters. The position peaked at $1K in Q3 2015. 48 funds tracked by Wall St. Rank hold PIE as of Q4 2015.

  • Regal Investment Advisors reported no remaining Invesco Dorsey Wright Emerging Markets Momentum ETF position as of Q4 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 75 Invesco Dorsey Wright Emerging Markets Momentum ETF shares in Q4 2015, an estimated $1K.
  • Regal Investment Advisors first reported a position in Invesco Dorsey Wright Emerging Markets Momentum ETF in Q1 2014 and held it in 7 quarters.
  • Regal Investment Advisors's Invesco Dorsey Wright Emerging Markets Momentum ETF position peaked at $1K in Q3 2015.
  • 48 funds tracked by Wall St. Rank held Invesco Dorsey Wright Emerging Markets Momentum ETF as of Q4 2015.

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