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Regal Investment Advisors’s State Street Ultra Short Term Bond ETF ULST Stock Holding History

Regal Investment Advisors’s Portfolio ULST Stock Details ULST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-15,556
Closed -$622K – 1044
2014
Q4 		$622K Buy
15,556
+5,536
+55% +$222K 0.17% 134
2014
Q3 		$402K Buy
+10,020
New +$402K 0.12% 158

Other funds holding ULST

JG
Jefferies Group New York $12B AUM 6.2% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AP
Advisors Preferred Rockville, Maryland $679M AUM 22.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CWM
Cabot Wealth Management Salem, Massachusetts $869M AUM 16.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return

Regal Investment Advisors's ULST Position: Q1 2015 in Review

Regal Investment Advisors sold out of State Street Ultra Short Term Bond ETF (ULST) in Q1 2015, closing a stake of 15,556 shares — an estimated $622K sold.

Regal Investment Advisors first reported a position in ULST in Q3 2014 and held it in 2 quarters. The position peaked at $622K in Q4 2014. 9 funds tracked by Wall St. Rank hold ULST as of Q1 2015.

  • Regal Investment Advisors reported no remaining State Street Ultra Short Term Bond ETF position as of Q1 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 15,556 State Street Ultra Short Term Bond ETF shares in Q1 2015, an estimated $622K.
  • Regal Investment Advisors first reported a position in State Street Ultra Short Term Bond ETF in Q3 2014 and held it in 2 quarters.
  • Regal Investment Advisors's State Street Ultra Short Term Bond ETF position peaked at $622K in Q4 2014.
  • 9 funds tracked by Wall St. Rank held State Street Ultra Short Term Bond ETF as of Q1 2015.

Based on Regal Investment Advisors's 13F filing for Q1 2015, filed 30 Apr 2015.