OIA
AKRX

Optimum Investment Advisors’s Akorn Inc AKRX Stock Holding History

Optimum Investment Advisors’s Portfolio AKRX Stock Details AKRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-1,500
Closed -$37K – 793
2013
Q4 		$37K Hold
1,500
– – 0.01% 432
2013
Q3 		$30K Buy
+1,500
New +$24.3K 0.01% 441

Other funds holding AKRX

CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
ORI
Oak Ridge Investments Chicago, Illinois $1.77B AUM 63.16% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return

Optimum Investment Advisors's AKRX Position: Q1 2014 in Review

Optimum Investment Advisors sold out of Akorn Inc (AKRX) in Q1 2014, closing a stake of 1,500 shares — an estimated $37K sold.

Optimum Investment Advisors first reported a position in AKRX in Q3 2013 and held it in 2 quarters. The position peaked at $37K in Q4 2013. 207 funds tracked by Wall St. Rank hold AKRX as of Q1 2014.

  • Optimum Investment Advisors reported no remaining Akorn Inc position as of Q1 2014 after selling out during the quarter.
  • Optimum Investment Advisors sold 1,500 Akorn Inc shares in Q1 2014, an estimated $37K.
  • Optimum Investment Advisors first reported a position in Akorn Inc in Q3 2013 and held it in 2 quarters.
  • Optimum Investment Advisors's Akorn Inc position peaked at $37K in Q4 2013.
  • 207 funds tracked by Wall St. Rank held Akorn Inc as of Q1 2014.

Based on Optimum Investment Advisors's 13F filing for Q1 2014, filed 1 May 2014.