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Regal Investment Advisors’s VanEck Rare Earth/Strategic Metals ETF REMX Stock Holding History

Regal Investment Advisors’s Portfolio REMX Stock Details REMX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-48
Closed -$2K – 740
2015
Q3 		$2K Hold
48
– – ﹤0.01% 944
2015
Q2 		$3K Hold
48
– – ﹤0.01% 813
2015
Q1 		$4K Hold
48
– – ﹤0.01% 846
2014
Q4 		$4K Hold
48
– – ﹤0.01% 777
2014
Q3 		$4K Hold
48
– – ﹤0.01% 823
2014
Q2 		$5K Hold
48
– – ﹤0.01% 771
2014
Q1 		$5K Buy
+48
New +$5.1K ﹤0.01% 746
2013
Q4 		– Sell
-48
Closed -$6K – 934
2013
Q3 		$6K Hold
48
– – ﹤0.01% 688
2013
Q2 		$5K Buy
+48
New +$6.09K ﹤0.01% 701

Other funds holding REMX

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
DA
Dunvegan Associates Santa Barbara, California $85.1M AUM 2.3% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Regal Investment Advisors sold out of VanEck Rare Earth/Strategic Metals ETF (REMX) in Q4 2015, closing a stake of 48 shares — an estimated $2K sold.

Regal Investment Advisors first reported a position in REMX in Q2 2013 and held it in 9 quarters. The position peaked at $6K in Q3 2013. 28 funds tracked by Wall St. Rank hold REMX as of Q4 2015.

  • Regal Investment Advisors reported no remaining VanEck Rare Earth/Strategic Metals ETF position as of Q4 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 48 VanEck Rare Earth/Strategic Metals ETF shares in Q4 2015, an estimated $2K.
  • Regal Investment Advisors first reported a position in VanEck Rare Earth/Strategic Metals ETF in Q2 2013 and held it in 9 quarters.
  • Regal Investment Advisors's VanEck Rare Earth/Strategic Metals ETF position peaked at $6K in Q3 2013.
  • 28 funds tracked by Wall St. Rank held VanEck Rare Earth/Strategic Metals ETF as of Q4 2015.

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