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Regal Investment Advisors’s Zillow Z Stock Holding History

Regal Investment Advisors’s Portfolio Z Stock Details Z Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-60
Closed -$1K – 895
2015
Q3 		$1K Buy
+60
New +$1.57K ﹤0.01% 1006

Other funds holding Z

CIA
Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
VCM
Valiant Capital Management San Francisco, California $1.74B AUM 64.05% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return

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

Regal Investment Advisors sold out of Zillow (Z) in Q4 2015, closing a stake of 60 shares — an estimated $1K sold.

Regal Investment Advisors first reported a position in Z in Q3 2015 and held it in 1 quarter. The position peaked at $1K in Q3 2015. 190 funds tracked by Wall St. Rank hold Z as of Q4 2015.

  • Regal Investment Advisors reported no remaining Zillow position as of Q4 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 60 Zillow shares in Q4 2015, an estimated $1K.
  • Regal Investment Advisors first reported a position in Zillow in Q3 2015 and held it in 1 quarter.
  • Regal Investment Advisors's Zillow position peaked at $1K in Q3 2015.
  • 190 funds tracked by Wall St. Rank held Zillow as of Q4 2015.

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