RIA
SDPI

Regal Investment Advisors’s Superior Drilling Products Inc. SDPI Stock Holding History

Regal Investment Advisors’s Portfolio SDPI Stock Details SDPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-7,600
Closed -$10K – 914
2015
Q3 		$10K Buy
7,600
+500
+7% +$894 ﹤0.01% 700
2015
Q2 		$19K Hold
7,100
– – 0.01% 572
2015
Q1 		$22K Buy
+7,100
New +$23.7K 0.01% 552

Other funds holding SDPI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LSVM
Lone Star Value Management Old Greenwich, Connecticut $52.7M AUM 30.18% 1-Year Est. Return
GH
GAM Holding Zurich, Switzerland $1.57B AUM 25.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WC
Woodstock Corp Boston, Massachusetts $1.2B AUM 26.37% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Regal Investment Advisors sold out of Superior Drilling Products Inc. (SDPI) in Q4 2015, closing a stake of 7,600 shares — an estimated $10K sold.

Regal Investment Advisors first reported a position in SDPI in Q1 2015 and held it in 3 quarters. The position peaked at $22K in Q1 2015. 14 funds tracked by Wall St. Rank hold SDPI as of Q4 2015.

  • Regal Investment Advisors reported no remaining Superior Drilling Products Inc. position as of Q4 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 7,600 Superior Drilling Products Inc. shares in Q4 2015, an estimated $10K.
  • Regal Investment Advisors first reported a position in Superior Drilling Products Inc. in Q1 2015 and held it in 3 quarters.
  • Regal Investment Advisors's Superior Drilling Products Inc. position peaked at $22K in Q1 2015.
  • 14 funds tracked by Wall St. Rank held Superior Drilling Products Inc. as of Q4 2015.

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