Regal Investment Advisors’s State Street SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-120	Closed	-$3K	–	788
2015 Q3	$3K	Hold	120	–	–	﹤0.01%	899
2015 Q2	$3K	Sell	120 -40	-25%	-$1.35K	﹤0.01%	814
2015 Q1	$5K	Buy	+160	New	+$5.23K	﹤0.01%	819

Other funds holding SPGM

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Kingfisher Capital Charlotte, North Carolina $437M AUM 41.72% 1-Year Est. Return

IWMPD

Integrated Wealth Management (Palm Desert) Palm Desert, California $299M AUM 12.85% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

VIA

Vantage Investment Advisors State College, Pennsylvania $477M AUM 17.38% 1-Year Est. Return

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

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

Regal Investment Advisors sold out of State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) in Q4 2015, closing a stake of 120 shares — an estimated $3K sold.

Regal Investment Advisors first reported a position in SPGM in Q1 2015 and held it in 3 quarters. The position peaked at $5K in Q1 2015. 14 funds tracked by Wall St. Rank hold SPGM as of Q4 2015.

Regal Investment Advisors reported no remaining State Street SPDR Portfolio MSCI Global Stock Market ETF position as of Q4 2015 after selling out during the quarter.
Regal Investment Advisors sold 120 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q4 2015, an estimated $3K.
Regal Investment Advisors first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q1 2015 and held it in 3 quarters.
Regal Investment Advisors's State Street SPDR Portfolio MSCI Global Stock Market ETF position peaked at $5K in Q1 2015.
14 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q4 2015.

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