RIA
KKD

Regal Investment Advisors’s KRISPY KREME DOUGHNUTS INC KKD Stock Holding History

Regal Investment Advisors’s Portfolio KKD Stock Details KKD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-25
Closed -$1K – 1087
2015
Q1 		$1K Hold
25
– – ﹤0.01% 975
2014
Q4 		$0 Hold
25
– – ﹤0.01% 1081
2014
Q3 		$0 Hold
25
– – ﹤0.01% 1022
2014
Q2 		$0 Hold
25
– – ﹤0.01% 992
2014
Q1 		$0 Hold
25
– – ﹤0.01% 989
2013
Q4 		$0 Hold
25
– – ﹤0.01% 1043
2013
Q3 		$0 Hold
25
– – ﹤0.01% 993
2013
Q2 		$0 Buy
+25
New +$373 ﹤0.01% 923

Other funds holding KKD

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCM
Penn Capital Management Philadelphia, Pennsylvania $1.58B AUM 81.2% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

Regal Investment Advisors's KKD Position: Q2 2015 in Review

Regal Investment Advisors sold out of KRISPY KREME DOUGHNUTS INC (KKD) in Q2 2015, closing a stake of 25 shares — an estimated $1K sold.

Regal Investment Advisors first reported a position in KKD in Q2 2013 and held it in 8 quarters. The position peaked at $1K in Q1 2015. 165 funds tracked by Wall St. Rank hold KKD as of Q2 2015.

  • Regal Investment Advisors reported no remaining KRISPY KREME DOUGHNUTS INC position as of Q2 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 25 KRISPY KREME DOUGHNUTS INC shares in Q2 2015, an estimated $1K.
  • Regal Investment Advisors first reported a position in KRISPY KREME DOUGHNUTS INC in Q2 2013 and held it in 8 quarters.
  • Regal Investment Advisors's KRISPY KREME DOUGHNUTS INC position peaked at $1K in Q1 2015.
  • 165 funds tracked by Wall St. Rank held KRISPY KREME DOUGHNUTS INC as of Q2 2015.

Based on Regal Investment Advisors's 13F filing for Q2 2015, filed 23 Jul 2015.