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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-247	Closed	-$9K	–	753
2015 Q3	$9K	Sell	247 -843	-77%	-$34.4K	﹤0.01%	718
2015 Q2	$45K	Sell	1,090 -52	-5%	-$2.28K	0.01%	438
2015 Q1	$49K	Sell	1,142 -11	-1%	-$479	0.01%	434
2014 Q4	$48K	Hold	1,153	–	–	0.01%	405
2014 Q3	$48K	Sell	1,153 -15	-1%	-$660	0.01%	421
2014 Q2	$52K	Sell	1,168 -215	-16%	-$9.29K	0.02%	381
2014 Q1	$57K	Buy	1,383 +308	+29%	+$12.5K	0.02%	329
2013 Q4	$44K	Buy	1,075 +881	+454%	+$37.1K	0.03%	306
2013 Q3	$8K	Buy	194 +1	+0.5%	+$41	﹤0.01%	647
2013 Q2	$8K	Buy	+193	New	+$8.36K	﹤0.01%	637

Other funds holding RWX

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

Regal Investment Advisors sold out of State Street SPDR Dow Jones International Real Estate ETF (RWX) in Q4 2015, closing a stake of 247 shares — an estimated $9K sold.

Regal Investment Advisors first reported a position in RWX in Q2 2013 and held it in 10 quarters. The position peaked at $57K in Q1 2014. 202 funds tracked by Wall St. Rank hold RWX as of Q4 2015.

Regal Investment Advisors reported no remaining State Street SPDR Dow Jones International Real Estate ETF position as of Q4 2015 after selling out during the quarter.
Regal Investment Advisors sold 247 State Street SPDR Dow Jones International Real Estate ETF shares in Q4 2015, an estimated $9K.
Regal Investment Advisors first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q2 2013 and held it in 10 quarters.
Regal Investment Advisors's State Street SPDR Dow Jones International Real Estate ETF position peaked at $57K in Q1 2014.
202 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q4 2015.

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