RIA
SFLY

Regal Investment Advisors’s Shutterfly, Inc. SFLY Stock Holding History

Regal Investment Advisors’s Portfolio SFLY Stock Details SFLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-29
Closed -$1K – 1058
2014
Q4 		$1K Buy
+29
New +$1.24K ﹤0.01% 903
2014
Q1 		– Sell
-138
Closed -$7K – 956
2013
Q4 		$7K Sell
138
-29
-17% -$1.46K ﹤0.01% 647
2013
Q3 		$9K Hold
167
– – 0.01% 628
2013
Q2 		$9K Buy
+167
New +$7.91K 0.01% 625

Other funds holding SFLY

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FCP
Fine Capital Partners New York $563M AUM 7.48% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return
MPEM
Marathon Partners Equity Management New York $88.3M AUM 20.65% 1-Year Est. Return
RCMC
Rubric Capital Management (Connecticut) Stamford, Connecticut $6.44M AUM 43.01% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
PWAM
Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Regal Investment Advisors's SFLY Position: Q1 2015 in Review

Regal Investment Advisors sold out of Shutterfly, Inc. (SFLY) in Q1 2015, closing a stake of 29 shares — an estimated $1K sold.

Regal Investment Advisors first reported a position in SFLY in Q2 2013 and held it in 4 quarters. The position peaked at $9K in Q3 2013. 163 funds tracked by Wall St. Rank hold SFLY as of Q1 2015.

  • Regal Investment Advisors reported no remaining Shutterfly, Inc. position as of Q1 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 29 Shutterfly, Inc. shares in Q1 2015, an estimated $1K.
  • Regal Investment Advisors first reported a position in Shutterfly, Inc. in Q2 2013 and held it in 4 quarters.
  • Regal Investment Advisors's Shutterfly, Inc. position peaked at $9K in Q3 2013.
  • 163 funds tracked by Wall St. Rank held Shutterfly, Inc. as of Q1 2015.

Based on Regal Investment Advisors's 13F filing for Q1 2015, filed 30 Apr 2015.