OIA
ANR

Optimum Investment Advisors’s Alpha Natural Resources Inc ANR Stock Holding History

Optimum Investment Advisors’s Portfolio ANR Stock Details ANR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		$3K Sell
3,345
-2,345
-41% -$2.67K ﹤0.01% 923
2014
Q4 		$6K Buy
5,690
+2,345
+70% +$4.77K ﹤0.01% 910
2014
Q3 		$9K Hold
3,345
– – ﹤0.01% 776
2014
Q2 		$13K Buy
3,345
+945
+39% +$3.81K ﹤0.01% 742
2014
Q1 		$10K Hold
2,400
– – ﹤0.01% 602
2013
Q4 		$17K Hold
2,400
– – 0.01% 547
2013
Q3 		$14K Buy
+2,400
New +$14.1K 0.01% 545

Other funds holding ANR

SP
Steelhead Partners Seattle, Washington $1.39B AUM 0.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
DCCA
D.C. Capital Advisors New York $28.9M AUM 102.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return

Optimum Investment Advisors's ANR Position: Q1 2015 in Review

Optimum Investment Advisors reduced its Alpha Natural Resources Inc (ANR) stake by 41% in Q1 2015, selling an estimated $2.67K and leaving 3,345 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #923.

Optimum Investment Advisors first reported a position in ANR in Q3 2013 and has held it in 7 quarters since. The position peaked at $17K in Q4 2013. 161 funds tracked by Wall St. Rank hold ANR as of Q1 2015.

  • Optimum Investment Advisors held 3,345 shares of Alpha Natural Resources Inc worth $3K as of Q1 2015.
  • Optimum Investment Advisors sold 2,345 Alpha Natural Resources Inc shares in Q1 2015, an estimated $2.67K.
  • Alpha Natural Resources Inc made up ﹤0.01% of Optimum Investment Advisors's portfolio in Q1 2015, its #923 holding.
  • Optimum Investment Advisors first reported a position in Alpha Natural Resources Inc in Q3 2013 and has held it in 7 quarters since.
  • Optimum Investment Advisors's Alpha Natural Resources Inc position peaked at $17K in Q4 2013.
  • 161 funds tracked by Wall St. Rank held Alpha Natural Resources Inc as of Q1 2015.

Based on Optimum Investment Advisors's 13F filing for Q1 2015, filed 18 May 2015.