RIA
MKTO

Regal Investment Advisors’s MARKETO INC COM STK (DE) MKTO Stock Holding History

Regal Investment Advisors’s Portfolio MKTO Stock Details MKTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-50
Closed -$1K – 1038
2015
Q3 		$1K Hold
50
– – ﹤0.01% 1025
2015
Q2 		$1K Hold
50
– – ﹤0.01% 917
2015
Q1 		$1K Hold
50
– – ﹤0.01% 966
2014
Q4 		$2K Buy
+50
New +$1.58K ﹤0.01% 870

Other funds holding MKTO

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Regal Investment Advisors sold out of MARKETO INC COM STK (DE) (MKTO) in Q4 2015, closing a stake of 50 shares — an estimated $1K sold.

Regal Investment Advisors first reported a position in MKTO in Q4 2014 and held it in 4 quarters. The position peaked at $2K in Q4 2014. 129 funds tracked by Wall St. Rank hold MKTO as of Q4 2015.

  • Regal Investment Advisors reported no remaining MARKETO INC COM STK (DE) position as of Q4 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 50 MARKETO INC COM STK (DE) shares in Q4 2015, an estimated $1K.
  • Regal Investment Advisors first reported a position in MARKETO INC COM STK (DE) in Q4 2014 and held it in 4 quarters.
  • Regal Investment Advisors's MARKETO INC COM STK (DE) position peaked at $2K in Q4 2014.
  • 129 funds tracked by Wall St. Rank held MARKETO INC COM STK (DE) as of Q4 2015.

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