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Regal Investment Advisors’s Costamare CMRE Stock Holding History

Regal Investment Advisors’s Portfolio CMRE Stock Details CMRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-100
Closed -$2K – 891
2013
Q4 		$2K Sell
100
-300
-75% -$5.33K ﹤0.01% 750
2013
Q3 		$7K Sell
400
-1,693
-81% -$29.8K ﹤0.01% 657
2013
Q2 		$36K Buy
+2,093
New +$34.6K 0.02% 342

Other funds holding CMRE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
YCMGA
York Capital Management Global Advisors New York $87.8M AUM 45.55% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
LKIM
Lawson Kroeker Investment Management Omaha, Nebraska $343M AUM 17.29% 1-Year Est. Return
SC
Selz Capital New York $570M AUM 35.56% 1-Year Est. Return
GXMC
Global X Management Company New York $5.62B AUM 10.7% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CNB
City National Bank Beverly Hills, California $11.6B AUM 3.11% 1-Year Est. Return
EAM
Eventide Asset Management Boston, Massachusetts $6.05B AUM 76.64% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return

Regal Investment Advisors's CMRE Position: Q1 2014 in Review

Regal Investment Advisors sold out of Costamare (CMRE) in Q1 2014, closing a stake of 100 shares — an estimated $2K sold.

Regal Investment Advisors first reported a position in CMRE in Q2 2013 and held it in 3 quarters. The position peaked at $36K in Q2 2013. 53 funds tracked by Wall St. Rank hold CMRE as of Q1 2014.

  • Regal Investment Advisors reported no remaining Costamare position as of Q1 2014 after selling out during the quarter.
  • Regal Investment Advisors sold 100 Costamare shares in Q1 2014, an estimated $2K.
  • Regal Investment Advisors first reported a position in Costamare in Q2 2013 and held it in 3 quarters.
  • Regal Investment Advisors's Costamare position peaked at $36K in Q2 2013.
  • 53 funds tracked by Wall St. Rank held Costamare as of Q1 2014.

Based on Regal Investment Advisors's 13F filing for Q1 2014, filed 18 Apr 2014.