Regal Investment Advisors’s VanEck Steel ETF SLX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-25	Closed	–	–	781
2015 Q3	$0	Sell	25 -150	-86%	-$3.89K	﹤0.01%	1099
2015 Q2	$5K	Sell	175 -50	-22%	-$1.68K	﹤0.01%	752
2015 Q1	$7K	Sell	225 -570	-72%	-$18.8K	﹤0.01%	767
2014 Q4	$28K	Buy	795 +400	+101%	+$15.9K	0.01%	482
2014 Q3	$18K	Buy	+395	New	+$19.2K	0.01%	578

Other funds holding SLX

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

RIL

Rothschild Investment LLC Chicago, Illinois $1.91B AUM 24.37% 1-Year Est. Return

FIM

Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Regal Investment Advisors sold out of VanEck Steel ETF (SLX) in Q4 2015, closing a stake of 25 shares.

Regal Investment Advisors first reported a position in SLX in Q3 2014 and held it in 5 quarters. The position peaked at $28K in Q4 2014. 24 funds tracked by Wall St. Rank hold SLX as of Q4 2015.

Regal Investment Advisors reported no remaining VanEck Steel ETF position as of Q4 2015 after selling out during the quarter.
Regal Investment Advisors sold 25 VanEck Steel ETF shares in Q4 2015.
Regal Investment Advisors first reported a position in VanEck Steel ETF in Q3 2014 and held it in 5 quarters.
Regal Investment Advisors's VanEck Steel ETF position peaked at $28K in Q4 2014.
24 funds tracked by Wall St. Rank held VanEck Steel ETF as of Q4 2015.

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