Regal Investment Advisors’s Vanguard FTSE Pacific ETF VPL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-441	Closed	-$23K	–	871
2015 Q3	$23K	Hold	441	–	–	0.01%	541
2015 Q2	$26K	Hold	441	–	–	0.01%	524
2015 Q1	$27K	Hold	441	–	–	0.01%	522
2014 Q4	$25K	Hold	441	–	–	0.01%	500
2014 Q3	$26K	Hold	441	–	–	0.01%	519
2014 Q2	$27K	Hold	441	–	–	0.01%	497
2014 Q1	$26K	Sell	441 -102	-19%	-$5.99K	0.01%	457
2013 Q4	$33K	Buy	543 +102	+23%	+$6.24K	0.02%	360
2013 Q3	$27K	Hold	441	–	–	0.02%	418
2013 Q2	$25K	Buy	+441	New	+$25.8K	0.01%	414

Other funds holding VPL

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

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

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

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

Portfolio Solutions Royal Oak, Michigan $792M AUM 18.53% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

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

Regal Investment Advisors sold out of Vanguard FTSE Pacific ETF (VPL) in Q4 2015, closing a stake of 441 shares — an estimated $23K sold.

Regal Investment Advisors first reported a position in VPL in Q2 2013 and held it in 10 quarters. The position peaked at $33K in Q4 2013. 167 funds tracked by Wall St. Rank hold VPL as of Q4 2015.

Regal Investment Advisors reported no remaining Vanguard FTSE Pacific ETF position as of Q4 2015 after selling out during the quarter.
Regal Investment Advisors sold 441 Vanguard FTSE Pacific ETF shares in Q4 2015, an estimated $23K.
Regal Investment Advisors first reported a position in Vanguard FTSE Pacific ETF in Q2 2013 and held it in 10 quarters.
Regal Investment Advisors's Vanguard FTSE Pacific ETF position peaked at $33K in Q4 2013.
167 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q4 2015.

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