Regal Wealth Group’s Columbia Diversified Fixed Income Allocation ETF DIAL Stock Holding History

Regal Wealth Group’s Portfolio DIAL Stock Details DIAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-3,523	Closed	-$67K	–	166
2018 Q2	$67K	Hold	3,523	–	–	0.07%	67
2018 Q1	$69K	Hold	3,523	–	–	0.05%	65
2017 Q4	$70K	Buy	+3,523	New	+$70.3K	0.05%	65

Other funds holding DIAL

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

Regal Wealth Group's DIAL Position: Q3 2018 in Review

Regal Wealth Group sold out of Columbia Diversified Fixed Income Allocation ETF (DIAL) in Q3 2018, closing a stake of 3,523 shares — an estimated $67K sold.

Regal Wealth Group first reported a position in DIAL in Q4 2017 and held it in 3 quarters. The position peaked at $70K in Q4 2017. 7 funds tracked by Wall St. Rank hold DIAL as of Q3 2018.

Regal Wealth Group reported no remaining Columbia Diversified Fixed Income Allocation ETF position as of Q3 2018 after selling out during the quarter.
Regal Wealth Group sold 3,523 Columbia Diversified Fixed Income Allocation ETF shares in Q3 2018, an estimated $67K.
Regal Wealth Group first reported a position in Columbia Diversified Fixed Income Allocation ETF in Q4 2017 and held it in 3 quarters.
Regal Wealth Group's Columbia Diversified Fixed Income Allocation ETF position peaked at $70K in Q4 2017.
7 funds tracked by Wall St. Rank held Columbia Diversified Fixed Income Allocation ETF as of Q3 2018.

Based on Regal Wealth Group's 13F filing for Q3 2018, filed 16 Oct 2018.