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Regal Wealth Group’s Fidelity Total Bond ETF FBND Stock Holding History

Regal Wealth Group’s Portfolio FBND Stock Details FBND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-75
Closed -$4K – 167
2016
Q3 		$4K Hold
75
– – ﹤0.01% 150
2016
Q2 		$4K Hold
75
– – ﹤0.01% 154
2016
Q1 		$4K Sell
75
-144
-66% -$6.92K ﹤0.01% 139
2015
Q4 		$11K Buy
+219
New +$10.7K 0.01% 116

Other funds holding FBND

LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
MFS
MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
BWM
Braver Wealth Management Needham, Massachusetts $616M AUM 12.48% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Regal Wealth Group's FBND Position: Q4 2016 in Review

Regal Wealth Group sold out of Fidelity Total Bond ETF (FBND) in Q4 2016, closing a stake of 75 shares — an estimated $4K sold.

Regal Wealth Group first reported a position in FBND in Q4 2015 and held it in 4 quarters. The position peaked at $11K in Q4 2015. 34 funds tracked by Wall St. Rank hold FBND as of Q4 2016.

  • Regal Wealth Group reported no remaining Fidelity Total Bond ETF position as of Q4 2016 after selling out during the quarter.
  • Regal Wealth Group sold 75 Fidelity Total Bond ETF shares in Q4 2016, an estimated $4K.
  • Regal Wealth Group first reported a position in Fidelity Total Bond ETF in Q4 2015 and held it in 4 quarters.
  • Regal Wealth Group's Fidelity Total Bond ETF position peaked at $11K in Q4 2015.
  • 34 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q4 2016.

Based on Regal Wealth Group's 13F filing for Q4 2016, filed 9 Aug 2017.