RIA
SNDS

Regal Investment Advisors’s SUSTAINABLE NORTH AMERICAN OIL SANDS ETF SNDS Stock Holding History

Regal Investment Advisors’s Portfolio SNDS Stock Details SNDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-34,495
Closed -$614K – 361
2019
Q3 		$614K Buy
34,495
+7,966
+30% +$142K 0.12% 169
2019
Q2 		$475K Sell
26,529
-2,372
-8% -$42.5K 0.09% 196
2019
Q1 		$510K Sell
28,901
-82
-0.3% -$1.45K 0.1% 185
2018
Q4 		$465K Sell
28,983
-15,022
-34% -$241K 0.1% 190
2018
Q3 		$807K Buy
44,005
+26,621
+153% +$488K 0.17% 148
2018
Q2 		$316K Buy
17,384
+5,143
+42% +$93.5K 0.1% 207
2018
Q1 		$225K Buy
+12,241
New +$225K 0.05% 270
2015
Q2 		– Sell
-873
Closed -$18K – 1092
2015
Q1 		$18K Buy
+873
New +$18K ﹤0.01% 588

Regal Investment Advisors's SNDS Position: Q4 2019 in Review

Regal Investment Advisors sold out of SUSTAINABLE NORTH AMERICAN OIL SANDS ETF (SNDS) in Q4 2019, closing a stake of 34,495 shares — an estimated $614K sold.

Regal Investment Advisors first reported a position in SNDS in Q1 2015 and held it in 8 quarters. The position peaked at $807K in Q3 2018. 0 funds tracked by Wall St. Rank hold SNDS as of Q4 2019.

  • Regal Investment Advisors reported no remaining SUSTAINABLE NORTH AMERICAN OIL SANDS ETF position as of Q4 2019 after selling out during the quarter.
  • Regal Investment Advisors sold 34,495 SUSTAINABLE NORTH AMERICAN OIL SANDS ETF shares in Q4 2019, an estimated $614K.
  • Regal Investment Advisors first reported a position in SUSTAINABLE NORTH AMERICAN OIL SANDS ETF in Q1 2015 and held it in 8 quarters.
  • Regal Investment Advisors's SUSTAINABLE NORTH AMERICAN OIL SANDS ETF position peaked at $807K in Q3 2018.
  • 0 funds tracked by Wall St. Rank held SUSTAINABLE NORTH AMERICAN OIL SANDS ETF as of Q4 2019.

Based on Regal Investment Advisors's 13F filing for Q4 2019, filed 29 Jan 2020.