RIA
NZT

Regal Investment Advisors’s TELECOM CORP NEW ZEALAND ADS (EACH REPRESENTING 5 ORD SHS) NZT Stock Holding History

Regal Investment Advisors’s Portfolio NZT Stock Details NZT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-1,615
Closed -$16K – 1034
2013
Q3 		$16K Hold
1,615
– – 0.01% 518
2013
Q2 		$14K Buy
+1,615
New +$14K 0.01% 530

Other funds holding NZT

MPM
Meritage Portfolio Management Overland Park, Kansas $1.51B AUM 26.61% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 88.42% 1-Year Est. Return
HSA
Hussman Strategic Advisors Ellicott City, Maryland $434M AUM 19.64% 1-Year Est. Return
SC
Saturna Capital Bellingham, Washington $7.13B AUM 35.47% 1-Year Est. Return
MAM
Martingale Asset Management Boston, Massachusetts $3.99B AUM 22.65% 1-Year Est. Return
CIM
Calvert Investment Management Bethesda, Maryland $2.67B AUM 18.2% 1-Year Est. Return
WAM
World Asset Management Detroit, Michigan $1.01B AUM 42.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Regal Investment Advisors's NZT Position: Q4 2013 in Review

Regal Investment Advisors sold out of TELECOM CORP NEW ZEALAND ADS (EACH REPRESENTING 5 ORD SHS) (NZT) in Q4 2013, closing a stake of 1,615 shares — an estimated $16K sold.

Regal Investment Advisors first reported a position in NZT in Q2 2013 and held it in 2 quarters. The position peaked at $16K in Q3 2013. 17 funds tracked by Wall St. Rank hold NZT as of Q4 2013.

  • Regal Investment Advisors reported no remaining TELECOM CORP NEW ZEALAND ADS (EACH REPRESENTING 5 ORD SHS) position as of Q4 2013 after selling out during the quarter.
  • Regal Investment Advisors sold 1,615 TELECOM CORP NEW ZEALAND ADS (EACH REPRESENTING 5 ORD SHS) shares in Q4 2013, an estimated $16K.
  • Regal Investment Advisors first reported a position in TELECOM CORP NEW ZEALAND ADS (EACH REPRESENTING 5 ORD SHS) in Q2 2013 and held it in 2 quarters.
  • Regal Investment Advisors's TELECOM CORP NEW ZEALAND ADS (EACH REPRESENTING 5 ORD SHS) position peaked at $16K in Q3 2013.
  • 17 funds tracked by Wall St. Rank held TELECOM CORP NEW ZEALAND ADS (EACH REPRESENTING 5 ORD SHS) as of Q4 2013.

Based on Regal Investment Advisors's 13F filing for Q4 2013, filed 6 Feb 2014.