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Regal Wealth Group, Inc. Buys iShares S&P 500 Value, iShares iBoxx $ Investment Grade ...

Regal Wealth Group, Inc.

  • New Purchases: AABA , DUK , MNGA , ETP,
  • Added Positions:IVE, IVW, LQD, HYG, AGG, EIX, RSP, ITOT, FB, HII,
  • Reduced Positions:IJH, ACWV, SWKS, IVV, IJR, GE, BA, MSFT, AAPL, GOOGL,
  • Sold Out:AMZN, EMB, IWV,

For the details of Regal Wealth Group, Inc.'s stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=Regal+Wealth+Group%2C+Inc.

These are the top 5 holdings of Regal Wealth Group, Inc.

  1. iShares S&P 500 Growth ( IVW ) - 115,626 shares, 15.4% of the total portfolio. Shares added by 16.31%
  2. iShares S&P 500 Value ( IVE ) - 148,721 shares, 15.2% of the total portfolio. Shares added by 20.90%
  3. iShares iBoxx $ Investment Grade Corporate Bond ( LQD ) - 71,400 shares, 8.38% of the total portfolio. Shares added by 26.50%
  4. iShares Core S&P 500 ( IVV ) - 32,781 shares, 7.77% of the total portfolio. Shares reduced by 3.34%
  5. iShares Core U.S. Aggregate Bond ( AGG ) - 56,613 shares, 6.04% of the total portfolio. Shares added by 9.96%

New Purchase: Altaba Inc (AABA)

Regal Wealth Group, Inc. initiated holdings in Altaba Inc. The purchase prices were between $46.23 and $55.71, with an estimated average price of $50.06. The stock is now traded at around $62.20. The impact to the portfolio due to this purchase was 0.03%. The holdings were 500 shares as of 2017-06-30.

New Purchase: Duke Energy Corp (DUK)

Regal Wealth Group, Inc. initiated holdings in Duke Energy Corp. The purchase prices were between $82.01 and $87.14, with an estimated average price of $84.02. The stock is now traded at around $85.87. The impact to the portfolio due to this purchase was 0.02%. The holdings were 193 shares as of 2017-06-30.

New Purchase: MagneGas Corp (MNGA)

Regal Wealth Group, Inc. initiated holdings in MagneGas Corp. The purchase prices were between $1.21 and $4.41, with an estimated average price of $2.43. The stock is now traded at around $0.49. The impact to the portfolio due to this purchase was 0.01%. The holdings were 6,450 shares as of 2017-06-30.

New Purchase: Energy Transfer Partners LP (ETP)

Regal Wealth Group, Inc. initiated holdings in Energy Transfer Partners LP. The purchase prices were between $18.46 and $24.35, with an estimated average price of $22.29. The stock is now traded at around $18.50. The impact to the portfolio due to this purchase was less than 0.01%. The holdings were 116 shares as of 2017-06-30.

Added: iShares S&P 500 Value ( IVE )

Regal Wealth Group, Inc. added to the holdings in iShares S&P 500 Value by 20.90%. The purchase prices were between $102.14 and $106.34, with an estimated average price of $104.15. The stock is now traded at around $104.21. The impact to the portfolio due to this purchase was 2.63%. The holdings were 148,721 shares as of 2017-06-30.

Added: iShares iBoxx $ Investment Grade Corporate Bond ( LQD )

Regal Wealth Group, Inc. added to the holdings in iShares iBoxx $ Investment Grade Corporate Bond by 26.50%. The purchase prices were between $117.78 and $121.4, with an estimated average price of $119.49. The stock is now traded at around $120.73. The impact to the portfolio due to this purchase was 1.76%. The holdings were 71,400 shares as of 2017-06-30.

Added: iShares iBoxx $ High Yield Corporate Bond (HYG)

Regal Wealth Group, Inc. added to the holdings in iShares iBoxx $ High Yield Corporate Bond by 45.10%. The purchase prices were between $87.22 and $88.66, with an estimated average price of $88.02. The stock is now traded at around $87.34. The impact to the portfolio due to this purchase was 1.41%. The holdings were 52,845 shares as of 2017-06-30.

Added: Edison International (EIX)

Regal Wealth Group, Inc. added to the holdings in Edison International by 1228.29%. The purchase prices were between $77.59 and $82.18, with an estimated average price of $80.14. The stock is now traded at around $79.01. The impact to the portfolio due to this purchase was 0.38%. The holdings were 5,446 shares as of 2017-06-30.

Sold Out: Amazon.com Inc (AMZN)

Regal Wealth Group, Inc. sold out the holdings in Amazon.com Inc. The sale prices were between $884.67 and $1011.34, with an estimated average price of $952.86.

Sold Out: iShares Russell 3000 (IWV)

Regal Wealth Group, Inc. sold out the holdings in iShares Russell 3000. The sale prices were between $137.79 and $145.59, with an estimated average price of $142.1.

Sold Out: iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB)

Regal Wealth Group, Inc. sold out the holdings in iShares J.P. Morgan USD Emerging Markets Bond ETF. The sale prices were between $113.36 and $116.05, with an estimated average price of $114.83.

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This article first appeared on GuruFocus .

The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.


The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

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