Regal Investment Advisors’s Invesco Building & Construction ETF PKB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-1,503	Closed	-$33K	–	719
2015 Q3	$33K	Hold	1,503	–	–	0.01%	479
2015 Q2	$35K	Buy	1,503 +645	+75%	+$15.4K	0.01%	479
2015 Q1	$20K	Sell	858 -2,141	-71%	-$47.5K	﹤0.01%	568
2014 Q4	$65K	Hold	2,999	–	–	0.02%	367
2014 Q3	$62K	Hold	2,999	–	–	0.02%	386
2014 Q2	$67K	Hold	2,999	–	–	0.02%	339
2014 Q1	$69K	Buy	+2,999	New	+$67.3K	0.03%	310

Other funds holding PKB

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

Regal Investment Advisors sold out of Invesco Building & Construction ETF (PKB) in Q4 2015, closing a stake of 1,503 shares — an estimated $33K sold.

Regal Investment Advisors first reported a position in PKB in Q1 2014 and held it in 7 quarters. The position peaked at $69K in Q1 2014. 29 funds tracked by Wall St. Rank hold PKB as of Q4 2015.

Regal Investment Advisors reported no remaining Invesco Building & Construction ETF position as of Q4 2015 after selling out during the quarter.
Regal Investment Advisors sold 1,503 Invesco Building & Construction ETF shares in Q4 2015, an estimated $33K.
Regal Investment Advisors first reported a position in Invesco Building & Construction ETF in Q1 2014 and held it in 7 quarters.
Regal Investment Advisors's Invesco Building & Construction ETF position peaked at $69K in Q1 2014.
29 funds tracked by Wall St. Rank held Invesco Building & Construction ETF as of Q4 2015.

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