Regal Investment Advisors’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-104	Closed	-$12K	–	856
2015 Q3	$12K	Sell	104 -15	-13%	-$1.86K	﹤0.01%	656
2015 Q2	$14K	Hold	119	–	–	﹤0.01%	613
2015 Q1	$15K	Buy	+119	New	+$14.1K	﹤0.01%	617
2013 Q4	–	Sell	-3,215	Closed	-$318K	–	961
2013 Q3	$318K	Buy	+3,215	New	+$309K	0.19%	133

Other funds holding VCR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Regal Investment Advisors sold out of Vanguard Consumer Discretionary ETF (VCR) in Q4 2015, closing a stake of 104 shares — an estimated $12K sold.

Regal Investment Advisors first reported a position in VCR in Q3 2013 and held it in 4 quarters. The position peaked at $318K in Q3 2013. 144 funds tracked by Wall St. Rank hold VCR as of Q4 2015.

Regal Investment Advisors reported no remaining Vanguard Consumer Discretionary ETF position as of Q4 2015 after selling out during the quarter.
Regal Investment Advisors sold 104 Vanguard Consumer Discretionary ETF shares in Q4 2015, an estimated $12K.
Regal Investment Advisors first reported a position in Vanguard Consumer Discretionary ETF in Q3 2013 and held it in 4 quarters.
Regal Investment Advisors's Vanguard Consumer Discretionary ETF position peaked at $318K in Q3 2013.
144 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q4 2015.

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