RIA
VQT

Regal Investment Advisors’s iPath S&P VEQTOR ETN VQT Stock Holding History

Regal Investment Advisors’s Portfolio VQT Stock Details VQT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-314
Closed -$47K – 1032
2014
Q3 		$47K Hold
314
– – 0.01% 422
2014
Q2 		$47K Hold
314
– – 0.02% 401
2014
Q1 		$46K Hold
314
– – 0.02% 360
2013
Q4 		$46K Buy
+314
New +$44.8K 0.03% 301

Other funds holding VQT

Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
PNAA
Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
GHF
Good Harbor Financial Barrington, Illinois $916M AUM 5.96% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Regal Investment Advisors's VQT Position: Q4 2014 in Review

Regal Investment Advisors sold out of iPath S&P VEQTOR ETN (VQT) in Q4 2014, closing a stake of 314 shares — an estimated $47K sold.

Regal Investment Advisors first reported a position in VQT in Q4 2013 and held it in 4 quarters. The position peaked at $47K in Q3 2014. 42 funds tracked by Wall St. Rank hold VQT as of Q4 2014.

  • Regal Investment Advisors reported no remaining iPath S&P VEQTOR ETN position as of Q4 2014 after selling out during the quarter.
  • Regal Investment Advisors sold 314 iPath S&P VEQTOR ETN shares in Q4 2014, an estimated $47K.
  • Regal Investment Advisors first reported a position in iPath S&P VEQTOR ETN in Q4 2013 and held it in 4 quarters.
  • Regal Investment Advisors's iPath S&P VEQTOR ETN position peaked at $47K in Q3 2014.
  • 42 funds tracked by Wall St. Rank held iPath S&P VEQTOR ETN as of Q4 2014.

Based on Regal Investment Advisors's 13F filing for Q4 2014, filed 11 Feb 2015.