Regal Investment Advisors’s State Street SPDR S&P Pharmaceuticals ETF XPH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-1,276	Closed	-$59K	–	892
2015 Q3	$59K	Sell	1,276 -164	-11%	-$9.88K	0.02%	409
2015 Q2	$89K	Hold	1,440	–	–	0.02%	351
2015 Q1	$89K	Hold	1,440	–	–	0.02%	356
2014 Q4	$78K	Hold	1,440	–	–	0.02%	343
2014 Q3	$76K	Hold	1,440	–	–	0.02%	350
2014 Q2	$75K	Hold	1,440	–	–	0.03%	318
2014 Q1	$67K	Hold	1,440	–	–	0.03%	313
2013 Q4	$63K	Buy	1,440 +164	+13%	+$6.83K	0.04%	263
2013 Q3	$49K	Hold	1,276	–	–	0.03%	305
2013 Q2	$45K	Buy	+1,276	New	+$43.1K	0.02%	307

Other funds holding XPH

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

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

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

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

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

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

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

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

KHLMVGHM

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.44B AUM 24.95% 1-Year Est. Return

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

Regal Investment Advisors sold out of State Street SPDR S&P Pharmaceuticals ETF (XPH) in Q4 2015, closing a stake of 1,276 shares — an estimated $59K sold.

Regal Investment Advisors first reported a position in XPH in Q2 2013 and held it in 10 quarters. The position peaked at $89K in Q2 2015. 76 funds tracked by Wall St. Rank hold XPH as of Q4 2015.

Regal Investment Advisors reported no remaining State Street SPDR S&P Pharmaceuticals ETF position as of Q4 2015 after selling out during the quarter.
Regal Investment Advisors sold 1,276 State Street SPDR S&P Pharmaceuticals ETF shares in Q4 2015, an estimated $59K.
Regal Investment Advisors first reported a position in State Street SPDR S&P Pharmaceuticals ETF in Q2 2013 and held it in 10 quarters.
Regal Investment Advisors's State Street SPDR S&P Pharmaceuticals ETF position peaked at $89K in Q2 2015.
76 funds tracked by Wall St. Rank held State Street SPDR S&P Pharmaceuticals ETF as of Q4 2015.

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