Regal Investment Advisors’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-813	Closed	-$36K	–	750
2015 Q3	$36K	Sell	813 -829	-50%	-$38.3K	0.01%	465
2015 Q2	$75K	Buy	1,642 +58	+4%	+$2.81K	0.02%	374
2015 Q1	$79K	Buy	1,584 +122	+8%	+$6.09K	0.02%	372
2014 Q4	$70K	Hold	1,462	–	–	0.02%	355
2014 Q3	$65K	Buy	1,462 +2	+0.1%	+$93	0.02%	376
2014 Q2	$68K	Sell	1,460 -381	-21%	-$17.4K	0.02%	333
2014 Q1	$80K	Buy	1,841 +1,191	+183%	+$50.7K	0.03%	291
2013 Q4	$27K	Sell	650 -1,421	-69%	-$60.3K	0.02%	395
2013 Q3	$88K	Sell	2,071 -646	-24%	-$27.3K	0.05%	248
2013 Q2	$116K	Buy	+2,717	New	+$123K	0.06%	216

Other funds holding RWO

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

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

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $17.9B AUM 21.2% 1-Year Est. Return

CPO

Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return

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

Regal Investment Advisors sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q4 2015, closing a stake of 813 shares — an estimated $36K sold.

Regal Investment Advisors first reported a position in RWO in Q2 2013 and held it in 10 quarters. The position peaked at $116K in Q2 2013. 171 funds tracked by Wall St. Rank hold RWO as of Q4 2015.

Regal Investment Advisors reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q4 2015 after selling out during the quarter.
Regal Investment Advisors sold 813 State Street SPDR Dow Jones Global Real Estate ETF shares in Q4 2015, an estimated $36K.
Regal Investment Advisors first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q2 2013 and held it in 10 quarters.
Regal Investment Advisors's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $116K in Q2 2013.
171 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q4 2015.

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