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Regal Investment Advisors’s Yelp YELP Stock Holding History

Regal Investment Advisors’s Portfolio YELP Stock Details YELP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-50
Closed -$1K – 893
2015
Q3 		$1K Hold
50
– – ﹤0.01% 1005
2015
Q2 		$2K Hold
50
– – ﹤0.01% 858
2015
Q1 		$2K Sell
50
-300
-86% -$14.9K ﹤0.01% 918
2014
Q4 		$19K Buy
350
+100
+40% +$5.91K 0.01% 541
2014
Q3 		$17K Buy
250
+150
+150% +$11.2K 0.01% 593
2014
Q2 		$8K Sell
100
-200
-67% -$13K ﹤0.01% 707
2014
Q1 		$23K Buy
300
+100
+50% +$8.45K 0.01% 483
2013
Q4 		$14K Buy
+200
New +$13.2K 0.01% 528

Other funds holding YELP

TCM
Tybourne Capital Management Hong Kong $30.9M AUM 20.1% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
AC
Apex Capital Orinda, California $938M AUM 4.67% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
EAM
EastBay Asset Management New York $27.9M AUM 37.2% 1-Year Est. Return

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

Regal Investment Advisors sold out of Yelp (YELP) in Q4 2015, closing a stake of 50 shares — an estimated $1K sold.

Regal Investment Advisors first reported a position in YELP in Q4 2013 and held it in 8 quarters. The position peaked at $23K in Q1 2014. 190 funds tracked by Wall St. Rank hold YELP as of Q4 2015.

  • Regal Investment Advisors reported no remaining Yelp position as of Q4 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 50 Yelp shares in Q4 2015, an estimated $1K.
  • Regal Investment Advisors first reported a position in Yelp in Q4 2013 and held it in 8 quarters.
  • Regal Investment Advisors's Yelp position peaked at $23K in Q1 2014.
  • 190 funds tracked by Wall St. Rank held Yelp as of Q4 2015.

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