OIA
ANZ

Optimum Investment Advisors’s AUSTRALIA & NW ZEAL ADS(RP5 SH ANZ Stock Holding History

Optimum Investment Advisors’s Portfolio ANZ Stock Details ANZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		$21K Hold
750
– – 0.01% 680
2014
Q4 		$20K Buy
750
+250
+50% +$6.67K 0.01% 723
2014
Q3 		$14K Buy
+500
New +$14K ﹤0.01% 716

Other funds holding ANZ

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
TWI
Thomas White International Chicago, Illinois $480M AUM 11.77% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
MPM
Meritage Portfolio Management Overland Park, Kansas $1.51B AUM 26.61% 1-Year Est. Return
SIM
Sprucegrove Investment Management Toronto, Ontario, Canada $625M AUM 21.08% 1-Year Est. Return
WAM
World Asset Management Detroit, Michigan $1.01B AUM 42.4% 1-Year Est. Return
CCM
Cohen Capital Management Corte Madera, California $735M AUM 36.88% 1-Year Est. Return
SC
Saturna Capital Bellingham, Washington $7.13B AUM 35.47% 1-Year Est. Return
CNB
City National Bank Beverly Hills, California $11.6B AUM 3.11% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Optimum Investment Advisors held its AUSTRALIA & NW ZEAL ADS(RP5 SH (ANZ) position steady in Q1 2015 at 750 shares worth $21K. The position accounts for 0.01% of the portfolio, ranked #680.

Optimum Investment Advisors first reported a position in ANZ in Q3 2014 and has held it in 3 quarters since. 24 funds tracked by Wall St. Rank hold ANZ as of Q1 2015.

  • Optimum Investment Advisors held 750 shares of AUSTRALIA & NW ZEAL ADS(RP5 SH worth $21K as of Q1 2015.
  • Optimum Investment Advisors left its AUSTRALIA & NW ZEAL ADS(RP5 SH share count unchanged in Q1 2015.
  • AUSTRALIA & NW ZEAL ADS(RP5 SH made up 0.01% of Optimum Investment Advisors's portfolio in Q1 2015, its #680 holding.
  • Optimum Investment Advisors first reported a position in AUSTRALIA & NW ZEAL ADS(RP5 SH in Q3 2014 and has held it in 3 quarters since.
  • 24 funds tracked by Wall St. Rank held AUSTRALIA & NW ZEAL ADS(RP5 SH as of Q1 2015.

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