Regal Investment Advisors’s State Street SPDR FTSE International Government Inflation-Protected Bond ETF WIP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q2	–	Sell	-400	Closed	-$24K	–	955
2014 Q1	$24K	Buy	+400	New	+$23.5K	0.01%	474
2013 Q4	–	Sell	-1,345	Closed	-$80K	–	967
2013 Q3	$80K	Buy	1,345 +176	+15%	+$10.3K	0.05%	256
2013 Q2	$67K	Buy	+1,169	New	+$71.9K	0.04%	271

Other funds holding WIP

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cabot-Wellington Boston, Massachusetts $380M AUM 21.78% 1-Year Est. Return

HSA

Hussman Strategic Advisors Ellicott City, Maryland $463M AUM 16% 1-Year Est. Return

Regal Investment Advisors's WIP Position: Q2 2014 in Review

Regal Investment Advisors sold out of State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) in Q2 2014, closing a stake of 400 shares — an estimated $24K sold.

Regal Investment Advisors first reported a position in WIP in Q2 2013 and held it in 3 quarters. The position peaked at $80K in Q3 2013. 114 funds tracked by Wall St. Rank hold WIP as of Q2 2014.

Regal Investment Advisors reported no remaining State Street SPDR FTSE International Government Inflation-Protected Bond ETF position as of Q2 2014 after selling out during the quarter.
Regal Investment Advisors sold 400 State Street SPDR FTSE International Government Inflation-Protected Bond ETF shares in Q2 2014, an estimated $24K.
Regal Investment Advisors first reported a position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF in Q2 2013 and held it in 3 quarters.
Regal Investment Advisors's State Street SPDR FTSE International Government Inflation-Protected Bond ETF position peaked at $80K in Q3 2013.
114 funds tracked by Wall St. Rank held State Street SPDR FTSE International Government Inflation-Protected Bond ETF as of Q2 2014.

Based on Regal Investment Advisors's 13F filing for Q2 2014, filed 4 Aug 2014.