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Regal Investment Advisors’s ProShares Trust UltraShort Lehman 7-10 Year Treasury PST Stock Holding History

Regal Investment Advisors’s Portfolio PST Stock Details PST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-330
Closed -$10K – 920
2013
Q2 		$10K Buy
+330
New +$9.09K 0.01% 587

Other funds holding PST

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MFM
Mohican Financial Management Wilton, Connecticut $256M AUM 0% 1-Year Est. Return
AWM
Altavista Wealth Management Asheville, North Carolina $496M AUM 20.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
CAM
Carret Asset Management New York $1.02B AUM 26.95% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
BCM
Bluefin Capital Management New York $156M AUM 18.47% 1-Year Est. Return

Regal Investment Advisors's PST Position: Q3 2013 in Review

Regal Investment Advisors sold out of ProShares Trust UltraShort Lehman 7-10 Year Treasury (PST) in Q3 2013, closing a stake of 330 shares — an estimated $10K sold.

Regal Investment Advisors first reported a position in PST in Q2 2013 and held it in 1 quarter. The position peaked at $10K in Q2 2013. 29 funds tracked by Wall St. Rank hold PST as of Q3 2013.

  • Regal Investment Advisors reported no remaining ProShares Trust UltraShort Lehman 7-10 Year Treasury position as of Q3 2013 after selling out during the quarter.
  • Regal Investment Advisors sold 330 ProShares Trust UltraShort Lehman 7-10 Year Treasury shares in Q3 2013, an estimated $10K.
  • Regal Investment Advisors first reported a position in ProShares Trust UltraShort Lehman 7-10 Year Treasury in Q2 2013 and held it in 1 quarter.
  • Regal Investment Advisors's ProShares Trust UltraShort Lehman 7-10 Year Treasury position peaked at $10K in Q2 2013.
  • 29 funds tracked by Wall St. Rank held ProShares Trust UltraShort Lehman 7-10 Year Treasury as of Q3 2013.

Based on Regal Investment Advisors's 13F filing for Q3 2013, filed 12 Nov 2013.