Regal Investment Advisors’s POWERSHARES FUNDAMENTAL PURE MID CORE PORTFOLIO PXMC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-335	Closed	-$11K	–	1105
2015 Q3	$11K	Hold	335	–	–	﹤0.01%	682
2015 Q2	$13K	Hold	335	–	–	﹤0.01%	624
2015 Q1	$14K	Hold	335	–	–	﹤0.01%	633
2014 Q4	$13K	Hold	335	–	–	﹤0.01%	615
2014 Q3	$12K	Hold	335	–	–	﹤0.01%	666
2014 Q2	$13K	Hold	335	–	–	﹤0.01%	630
2014 Q1	$12K	Hold	335	–	–	0.01%	615
2013 Q4	$12K	Hold	335	–	–	0.01%	563
2013 Q3	$11K	Hold	335	–	–	0.01%	595
2013 Q2	$10K	Buy	+335	New	+$10.3K	0.01%	600

Other funds holding PXMC

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

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

CCM

Cribstone Capital Management Augusta, Maine $172M AUM 13.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

Regal Investment Advisors sold out of POWERSHARES FUNDAMENTAL PURE MID CORE PORTFOLIO (PXMC) in Q4 2015, closing a stake of 335 shares — an estimated $11K sold.

Regal Investment Advisors first reported a position in PXMC in Q2 2013 and held it in 10 quarters. The position peaked at $14K in Q1 2015. 23 funds tracked by Wall St. Rank hold PXMC as of Q4 2015.

Regal Investment Advisors reported no remaining POWERSHARES FUNDAMENTAL PURE MID CORE PORTFOLIO position as of Q4 2015 after selling out during the quarter.
Regal Investment Advisors sold 335 POWERSHARES FUNDAMENTAL PURE MID CORE PORTFOLIO shares in Q4 2015, an estimated $11K.
Regal Investment Advisors first reported a position in POWERSHARES FUNDAMENTAL PURE MID CORE PORTFOLIO in Q2 2013 and held it in 10 quarters.
Regal Investment Advisors's POWERSHARES FUNDAMENTAL PURE MID CORE PORTFOLIO position peaked at $14K in Q1 2015.
23 funds tracked by Wall St. Rank held POWERSHARES FUNDAMENTAL PURE MID CORE PORTFOLIO as of Q4 2015.

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