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Regal Investment Advisors’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Regal Investment Advisors’s Portfolio RWR Stock Details RWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-208
Closed -$17K – 751
2015
Q3 		$17K Sell
208
-347
-63% -$30.2K ﹤0.01% 595
2015
Q2 		$46K Sell
555
-16
-3% -$1.44K 0.01% 434
2015
Q1 		$54K Hold
571
– – 0.01% 418
2014
Q4 		$52K Hold
571
– – 0.01% 390
2014
Q3 		$46K Buy
571
+3
+0.5% +$251 0.01% 424
2014
Q2 		$47K Sell
568
-34
-6% -$2.77K 0.02% 400
2014
Q1 		$47K Buy
602
+162
+37% +$12.2K 0.02% 357
2013
Q4 		$31K Buy
440
+132
+43% +$9.7K 0.02% 371
2013
Q3 		$22K Sell
308
-196
-39% -$14.7K 0.01% 457
2013
Q2 		$39K Buy
+504
New +$40.3K 0.02% 329

Other funds holding RWR

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return