RIA
STH

Regal Investment Advisors’s SABRIENT STEALTH PRT CLAYMORE EXCH TRD FD STH Stock Holding History

Regal Investment Advisors’s Portfolio STH Stock Details STH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-170
Closed -$4K – 1119
2015
Q3 		$4K Hold
170
– – ﹤0.01% 868
2015
Q2 		$4K Hold
170
– – ﹤0.01% 800
2015
Q1 		$5K Sell
170
-9,291
-98% -$273K ﹤0.01% 832
2014
Q4 		$255K Buy
9,461
+4,232
+81% +$114K 0.07% 194
2014
Q3 		$135K Buy
+5,229
New +$135K 0.04% 273

Other funds holding STH

UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FWM
Frontier Wealth Management Kansas City, Missouri $1.38B AUM 6.3% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CCS
Crosspoint Capital Strategies Orinda, California $50.4M AUM 15.37% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CFA
Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Regal Investment Advisors sold out of SABRIENT STEALTH PRT CLAYMORE EXCH TRD FD (STH) in Q4 2015, closing a stake of 170 shares — an estimated $4K sold.

Regal Investment Advisors first reported a position in STH in Q3 2014 and held it in 5 quarters. The position peaked at $255K in Q4 2014. 14 funds tracked by Wall St. Rank hold STH as of Q4 2015.

  • Regal Investment Advisors reported no remaining SABRIENT STEALTH PRT CLAYMORE EXCH TRD FD position as of Q4 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 170 SABRIENT STEALTH PRT CLAYMORE EXCH TRD FD shares in Q4 2015, an estimated $4K.
  • Regal Investment Advisors first reported a position in SABRIENT STEALTH PRT CLAYMORE EXCH TRD FD in Q3 2014 and held it in 5 quarters.
  • Regal Investment Advisors's SABRIENT STEALTH PRT CLAYMORE EXCH TRD FD position peaked at $255K in Q4 2014.
  • 14 funds tracked by Wall St. Rank held SABRIENT STEALTH PRT CLAYMORE EXCH TRD FD as of Q4 2015.

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