RIA
POWR

Regal Investment Advisors’s iShares U.S. Power Infrastructure ETF POWR Stock Holding History

Regal Investment Advisors’s Portfolio POWR Stock Details POWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-100
Closed -$1K – 477
2015
Q3 		$1K Buy
+100
New +$1.82K ﹤0.01% 980

Other funds holding POWR

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FAAS
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return

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

Regal Investment Advisors sold out of iShares U.S. Power Infrastructure ETF (POWR) in Q4 2015, closing a stake of 100 shares — an estimated $1K sold.

Regal Investment Advisors first reported a position in POWR in Q3 2015 and held it in 1 quarter. The position peaked at $1K in Q3 2015. 18 funds tracked by Wall St. Rank hold POWR as of Q4 2015.

  • Regal Investment Advisors reported no remaining iShares U.S. Power Infrastructure ETF position as of Q4 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 100 iShares U.S. Power Infrastructure ETF shares in Q4 2015, an estimated $1K.
  • Regal Investment Advisors first reported a position in iShares U.S. Power Infrastructure ETF in Q3 2015 and held it in 1 quarter.
  • Regal Investment Advisors's iShares U.S. Power Infrastructure ETF position peaked at $1K in Q3 2015.
  • 18 funds tracked by Wall St. Rank held iShares U.S. Power Infrastructure ETF as of Q4 2015.

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