Regal Investment Advisors’s Invesco DB US Dollar Index Bearish Fund UDN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-168	Closed	-$3K	–	834
2015 Q3	$3K	Hold	168	–	–	﹤0.01%	904
2015 Q2	$3K	Hold	168	–	–	﹤0.01%	817
2015 Q1	$4K	Hold	168	–	–	﹤0.01%	850
2014 Q4	$4K	Hold	168	–	–	﹤0.01%	781
2014 Q3	$4K	Buy	+168	New	+$4.42K	﹤0.01%	825

Other funds holding UDN

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

WMS Partners Towson, Maryland $1.78B AUM 11.82% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

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

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

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

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

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

Regal Investment Advisors sold out of Invesco DB US Dollar Index Bearish Fund (UDN) in Q4 2015, closing a stake of 168 shares — an estimated $3K sold.

Regal Investment Advisors first reported a position in UDN in Q3 2014 and held it in 5 quarters. The position peaked at $4K in Q1 2015. 23 funds tracked by Wall St. Rank hold UDN as of Q4 2015.

Regal Investment Advisors reported no remaining Invesco DB US Dollar Index Bearish Fund position as of Q4 2015 after selling out during the quarter.
Regal Investment Advisors sold 168 Invesco DB US Dollar Index Bearish Fund shares in Q4 2015, an estimated $3K.
Regal Investment Advisors first reported a position in Invesco DB US Dollar Index Bearish Fund in Q3 2014 and held it in 5 quarters.
Regal Investment Advisors's Invesco DB US Dollar Index Bearish Fund position peaked at $4K in Q1 2015.
23 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bearish Fund as of Q4 2015.

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