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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 $14.7B AUM 47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PS
Portfolio Solutions Royal Oak, Michigan $792M AUM 18.53% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 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.