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Regal Investment Advisors’s LiveRamp RAMP Stock Holding History

Regal Investment Advisors’s Portfolio RAMP Stock Details RAMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-60
Closed -$1K – 737
2015
Q3 		$1K Hold
60
– – ﹤0.01% 994
2015
Q2 		$1K Hold
60
– – ﹤0.01% 891
2015
Q1 		$1K Sell
60
-925
-94% -$17.8K ﹤0.01% 944
2014
Q4 		$20K Sell
985
-115
-10% -$2.15K 0.01% 531
2014
Q3 		$18K Buy
1,100
+810
+279% +$15.2K 0.01% 577
2014
Q2 		$6K Buy
290
+90
+45% +$2.32K ﹤0.01% 748
2014
Q1 		$7K Buy
200
+30
+18% +$1.08K ﹤0.01% 700
2013
Q4 		$6K Buy
+170
New +$5.68K ﹤0.01% 661

Other funds holding RAMP

WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
DCM
Daruma Capital Management New York $879M AUM 2.11% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
KI
Kalmar Investments Greenville, Delaware $443M AUM 23.5% 1-Year Est. Return
ETC
Evercore Trust Company New York $34.6B AUM 25.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Regal Investment Advisors sold out of LiveRamp (RAMP) in Q4 2015, closing a stake of 60 shares — an estimated $1K sold.

Regal Investment Advisors first reported a position in RAMP in Q4 2013 and held it in 8 quarters. The position peaked at $20K in Q4 2014. 173 funds tracked by Wall St. Rank hold RAMP as of Q4 2015.

  • Regal Investment Advisors reported no remaining LiveRamp position as of Q4 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 60 LiveRamp shares in Q4 2015, an estimated $1K.
  • Regal Investment Advisors first reported a position in LiveRamp in Q4 2013 and held it in 8 quarters.
  • Regal Investment Advisors's LiveRamp position peaked at $20K in Q4 2014.
  • 173 funds tracked by Wall St. Rank held LiveRamp as of Q4 2015.

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