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Regal Investment Advisors’s NYLI Hedge Multi-Strategy Tracker ETF QAI Stock Holding History

Regal Investment Advisors’s Portfolio QAI Stock Details QAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-150
Closed -$4K – 735
2015
Q3 		$4K Hold
150
– – ﹤0.01% 844
2015
Q2 		$4K Sell
150
-254
-63% -$7.61K ﹤0.01% 788
2015
Q1 		$12K Buy
+404
New +$12K ﹤0.01% 652

Other funds holding QAI

Morgan Stanley
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
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
WF
WealthTrust Fairport Cleveland, Ohio $1.06B AUM 3.47% 1-Year Est. Return
PV
Private Vista Chicago, Illinois $207M AUM 1.59% 1-Year Est. Return
BWM
Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BC
Brinker Capital Berwyn, Pennsylvania $3.13B AUM 9.04% 1-Year Est. Return

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

Regal Investment Advisors sold out of NYLI Hedge Multi-Strategy Tracker ETF (QAI) in Q4 2015, closing a stake of 150 shares — an estimated $4K sold.

Regal Investment Advisors first reported a position in QAI in Q1 2015 and held it in 3 quarters. The position peaked at $12K in Q1 2015. 99 funds tracked by Wall St. Rank hold QAI as of Q4 2015.

  • Regal Investment Advisors reported no remaining NYLI Hedge Multi-Strategy Tracker ETF position as of Q4 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 150 NYLI Hedge Multi-Strategy Tracker ETF shares in Q4 2015, an estimated $4K.
  • Regal Investment Advisors first reported a position in NYLI Hedge Multi-Strategy Tracker ETF in Q1 2015 and held it in 3 quarters.
  • Regal Investment Advisors's NYLI Hedge Multi-Strategy Tracker ETF position peaked at $12K in Q1 2015.
  • 99 funds tracked by Wall St. Rank held NYLI Hedge Multi-Strategy Tracker ETF as of Q4 2015.

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