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Regal Investment Advisors’s Akamai AKAM Stock Holding History

Regal Investment Advisors’s Portfolio AKAM Stock Details AKAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-350
Closed -$24K – 282
2015
Q3 		$24K Hold
350
– – 0.01% 529
2015
Q2 		$24K Hold
350
– – 0.01% 530
2015
Q1 		$25K Hold
350
– – 0.01% 533
2014
Q4 		$22K Hold
350
– – 0.01% 514
2014
Q3 		$21K Hold
350
– – 0.01% 543
2014
Q2 		$21K Sell
350
-50
-13% -$2.78K 0.01% 533
2014
Q1 		$23K Hold
400
– – 0.01% 476
2013
Q4 		$19K Hold
400
– – 0.01% 459
2013
Q3 		$21K Hold
400
– – 0.01% 463
2013
Q2 		$17K Buy
+400
New +$16.7K 0.01% 485

Other funds holding AKAM

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

Regal Investment Advisors sold out of Akamai (AKAM) in Q4 2015, closing a stake of 350 shares — an estimated $24K sold.

Regal Investment Advisors first reported a position in AKAM in Q2 2013 and held it in 10 quarters. The position peaked at $25K in Q1 2015. 516 funds tracked by Wall St. Rank hold AKAM as of Q4 2015.

  • Regal Investment Advisors reported no remaining Akamai position as of Q4 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 350 Akamai shares in Q4 2015, an estimated $24K.
  • Regal Investment Advisors first reported a position in Akamai in Q2 2013 and held it in 10 quarters.
  • Regal Investment Advisors's Akamai position peaked at $25K in Q1 2015.
  • 516 funds tracked by Wall St. Rank held Akamai as of Q4 2015.

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