Regal Wealth Group’s iShares US Equity Factor ETF LRGF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-300	Closed	-$9K	–	173
2018 Q1	$9K	Hold	300	–	–	0.01%	128
2017 Q4	$10K	Hold	300	–	–	0.01%	127
2017 Q3	$9K	Hold	300	–	–	0.01%	119
2017 Q2	$9K	Hold	300	–	–	0.01%	119
2017 Q1	$8K	Buy	+300	New	+$8.31K	0.01%	121

Other funds holding LRGF

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

SLF

Sun Life Financial Toronto, Ontario, Canada $1.76B AUM 19.57% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RPTC Inc Jackson, Wyoming $571M AUM 19.82% 1-Year Est. Return

Regal Wealth Group's LRGF Position: Q2 2018 in Review

Regal Wealth Group sold out of iShares US Equity Factor ETF (LRGF) in Q2 2018, closing a stake of 300 shares — an estimated $9K sold.

Regal Wealth Group first reported a position in LRGF in Q1 2017 and held it in 5 quarters. The position peaked at $10K in Q4 2017. 85 funds tracked by Wall St. Rank hold LRGF as of Q2 2018.

Regal Wealth Group reported no remaining iShares US Equity Factor ETF position as of Q2 2018 after selling out during the quarter.
Regal Wealth Group sold 300 iShares US Equity Factor ETF shares in Q2 2018, an estimated $9K.
Regal Wealth Group first reported a position in iShares US Equity Factor ETF in Q1 2017 and held it in 5 quarters.
Regal Wealth Group's iShares US Equity Factor ETF position peaked at $10K in Q4 2017.
85 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q2 2018.

Based on Regal Wealth Group's 13F filing for Q2 2018, filed 30 Jul 2018.