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Optimum Investment Advisors’s APA Corp APA Stock Holding History

Optimum Investment Advisors’s Portfolio APA Stock Details APA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-400
Closed -$19K – 1034
2018
Q2 		$19K Hold
400
– – 0.01% 741
2018
Q1 		$15K Buy
+400
New +$16.1K ﹤0.01% 753
2015
Q1 		$95K Hold
1,580
– – 0.03% 387
2014
Q4 		$99K Sell
1,580
-500
-24% -$35.6K 0.03% 371
2014
Q3 		$195K Sell
2,080
-2,060
-50% -$204K 0.06% 259
2014
Q2 		$417K Sell
4,140
-250
-6% -$22.6K 0.14% 168
2014
Q1 		$364K Hold
4,390
– – 0.14% 159
2013
Q4 		$377K Sell
4,390
-670
-13% -$59.6K 0.14% 154
2013
Q3 		$431K Buy
+5,060
New +$420K 0.18% 136

Other funds holding APA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Optimum Investment Advisors's APA Position: Q3 2018 in Review

Optimum Investment Advisors sold out of APA Corp (APA) in Q3 2018, closing a stake of 400 shares — an estimated $19K sold.

Optimum Investment Advisors first reported a position in APA in Q3 2013 and held it in 9 quarters. The position peaked at $431K in Q3 2013. 697 funds tracked by Wall St. Rank hold APA as of Q3 2018.

  • Optimum Investment Advisors reported no remaining APA Corp position as of Q3 2018 after selling out during the quarter.
  • Optimum Investment Advisors sold 400 APA Corp shares in Q3 2018, an estimated $19K.
  • Optimum Investment Advisors first reported a position in APA Corp in Q3 2013 and held it in 9 quarters.
  • Optimum Investment Advisors's APA Corp position peaked at $431K in Q3 2013.
  • 697 funds tracked by Wall St. Rank held APA Corp as of Q3 2018.

Based on Optimum Investment Advisors's 13F filing for Q3 2018, filed 5 Oct 2018.