RIA
PWO

Regal Investment Advisors’s POWER SHARES ETF DYNAMIC OTC PWO Stock Holding History

Regal Investment Advisors’s Portfolio PWO Stock Details PWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-41
Closed -$3K – 1188
2015
Q2 		$3K Hold
41
– – ﹤0.01% 829
2015
Q1 		$3K Buy
+41
New +$3K ﹤0.01% 895

Other funds holding PWO

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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CWM
Concert Wealth Management San Jose, California $24.7M AUM 14.91% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VFA
Voya Financial Advisors Windsor, Connecticut $1B AUM 12.91% 1-Year Est. Return

Regal Investment Advisors's PWO Position: Q3 2015 in Review

Regal Investment Advisors sold out of POWER SHARES ETF DYNAMIC OTC (PWO) in Q3 2015, closing a stake of 41 shares — an estimated $3K sold.

Regal Investment Advisors first reported a position in PWO in Q1 2015 and held it in 2 quarters. The position peaked at $3K in Q2 2015. 29 funds tracked by Wall St. Rank hold PWO as of Q3 2015.

  • Regal Investment Advisors reported no remaining POWER SHARES ETF DYNAMIC OTC position as of Q3 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 41 POWER SHARES ETF DYNAMIC OTC shares in Q3 2015, an estimated $3K.
  • Regal Investment Advisors first reported a position in POWER SHARES ETF DYNAMIC OTC in Q1 2015 and held it in 2 quarters.
  • Regal Investment Advisors's POWER SHARES ETF DYNAMIC OTC position peaked at $3K in Q2 2015.
  • 29 funds tracked by Wall St. Rank held POWER SHARES ETF DYNAMIC OTC as of Q3 2015.

Based on Regal Investment Advisors's 13F filing for Q3 2015, filed 12 Nov 2015.