RIA
XRM

Regal Investment Advisors’s Xerium Technologies Inc (new) XRM Stock Holding History

Regal Investment Advisors’s Portfolio XRM Stock Details XRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-161
Closed -$2K – 999
2013
Q3 		$2K Hold
161
– – ﹤0.01% 816
2013
Q2 		$2K Buy
+161
New +$1.44K ﹤0.01% 817

Other funds holding XRM

TAM
Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
NI
Numeric Investors Boston, Massachusetts $13.7B AUM 28.88% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
ACM
Archer Capital Management New York $16.2M AUM 17.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Regal Investment Advisors's XRM Position: Q4 2013 in Review

Regal Investment Advisors sold out of Xerium Technologies Inc (new) (XRM) in Q4 2013, closing a stake of 161 shares — an estimated $2K sold.

Regal Investment Advisors first reported a position in XRM in Q2 2013 and held it in 2 quarters. The position peaked at $2K in Q3 2013. 93 funds tracked by Wall St. Rank hold XRM as of Q4 2013.

  • Regal Investment Advisors reported no remaining Xerium Technologies Inc (new) position as of Q4 2013 after selling out during the quarter.
  • Regal Investment Advisors sold 161 Xerium Technologies Inc (new) shares in Q4 2013, an estimated $2K.
  • Regal Investment Advisors first reported a position in Xerium Technologies Inc (new) in Q2 2013 and held it in 2 quarters.
  • Regal Investment Advisors's Xerium Technologies Inc (new) position peaked at $2K in Q3 2013.
  • 93 funds tracked by Wall St. Rank held Xerium Technologies Inc (new) as of Q4 2013.

Based on Regal Investment Advisors's 13F filing for Q4 2013, filed 6 Feb 2014.