RIA
SAM icon

Regal Investment Advisors’s Boston Beer SAM Stock Holding History

Regal Investment Advisors’s Portfolio SAM Stock Details SAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-42
Closed -$9K – 989
2014
Q3 		$9K Hold
42
– – ﹤0.01% 718
2014
Q2 		$9K Hold
42
– – ﹤0.01% 697
2014
Q1 		$10K Sell
42
-384
-90% -$87.5K ﹤0.01% 645
2013
Q4 		$103K Sell
426
-5,968
-93% -$1.43M 0.06% 206
2013
Q3 		$1.56M Sell
6,394
-943
-13% -$195K 0.91% 23
2013
Q2 		$1.25M Buy
+7,337
New +$1.16M 0.69% 34

Other funds holding SAM

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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.65B AUM 23.83% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Regal Investment Advisors's SAM Position: Q4 2014 in Review

Regal Investment Advisors sold out of Boston Beer (SAM) in Q4 2014, closing a stake of 42 shares — an estimated $9K sold.

Regal Investment Advisors first reported a position in SAM in Q2 2013 and held it in 6 quarters. The position peaked at $1.56M in Q3 2013. 203 funds tracked by Wall St. Rank hold SAM as of Q4 2014.

  • Regal Investment Advisors reported no remaining Boston Beer position as of Q4 2014 after selling out during the quarter.
  • Regal Investment Advisors sold 42 Boston Beer shares in Q4 2014, an estimated $9K.
  • Regal Investment Advisors first reported a position in Boston Beer in Q2 2013 and held it in 6 quarters.
  • Regal Investment Advisors's Boston Beer position peaked at $1.56M in Q3 2013.
  • 203 funds tracked by Wall St. Rank held Boston Beer as of Q4 2014.

Based on Regal Investment Advisors's 13F filing for Q4 2014, filed 11 Feb 2015.