RIA
SZMK

Regal Investment Advisors’s SIZMEK INC COM STK (DE) SZMK Stock Holding History

Regal Investment Advisors’s Portfolio SZMK Stock Details SZMK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-200
Closed -$1K – 1034
2015
Q3 		$1K Hold
200
– – ﹤0.01% 1024
2015
Q2 		$1K Hold
200
– – ﹤0.01% 916
2015
Q1 		$1K Buy
+200
New +$1.4K ﹤0.01% 964

Other funds holding SZMK

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RAM
Roumell Asset Management Chevy Chase, Maryland $53.3M AUM 8.91% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SCM
Stadium Capital Management New Canaan, Connecticut $40.6M AUM 5.83% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
WAM
Winslow Asset Management Beachwood, Ohio $515M AUM 30.41% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
GF
Goodman Financial Houston, Texas $647M AUM 24.17% 1-Year Est. Return

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

Regal Investment Advisors sold out of SIZMEK INC COM STK (DE) (SZMK) in Q4 2015, closing a stake of 200 shares — an estimated $1K sold.

Regal Investment Advisors first reported a position in SZMK in Q1 2015 and held it in 3 quarters. The position peaked at $1K in Q3 2015. 96 funds tracked by Wall St. Rank hold SZMK as of Q4 2015.

  • Regal Investment Advisors reported no remaining SIZMEK INC COM STK (DE) position as of Q4 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 200 SIZMEK INC COM STK (DE) shares in Q4 2015, an estimated $1K.
  • Regal Investment Advisors first reported a position in SIZMEK INC COM STK (DE) in Q1 2015 and held it in 3 quarters.
  • Regal Investment Advisors's SIZMEK INC COM STK (DE) position peaked at $1K in Q3 2015.
  • 96 funds tracked by Wall St. Rank held SIZMEK INC COM STK (DE) as of Q4 2015.

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