OIA
ATW

Optimum Investment Advisors’s Atwood Oceanics ATW Stock Holding History

Optimum Investment Advisors’s Portfolio ATW Stock Details ATW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		$11K Hold
400
– – ﹤0.01% 793
2014
Q4 		$11K Sell
400
-200
-33% -$7.12K ﹤0.01% 832
2014
Q3 		$26K Sell
600
-5,491
-90% -$263K 0.01% 601
2014
Q2 		$320K Buy
6,091
+600
+11% +$29.6K 0.1% 195
2014
Q1 		$277K Buy
5,491
+2,900
+112% +$140K 0.1% 194
2013
Q4 		$138K Hold
2,591
– – 0.05% 259
2013
Q3 		$143K Buy
+2,591
New +$146K 0.06% 239

Other funds holding ATW

LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HCM
Herndon Capital Management Atlanta, Georgia $659M AUM 22.02% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

Optimum Investment Advisors held its Atwood Oceanics (ATW) position steady in Q1 2015 at 400 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #793.

Optimum Investment Advisors first reported a position in ATW in Q3 2013 and has held it in 7 quarters since. The position peaked at $320K in Q2 2014. 266 funds tracked by Wall St. Rank hold ATW as of Q1 2015.

  • Optimum Investment Advisors held 400 shares of Atwood Oceanics worth $11K as of Q1 2015.
  • Optimum Investment Advisors left its Atwood Oceanics share count unchanged in Q1 2015.
  • Atwood Oceanics made up ﹤0.01% of Optimum Investment Advisors's portfolio in Q1 2015, its #793 holding.
  • Optimum Investment Advisors first reported a position in Atwood Oceanics in Q3 2013 and has held it in 7 quarters since.
  • Optimum Investment Advisors's Atwood Oceanics position peaked at $320K in Q2 2014.
  • 266 funds tracked by Wall St. Rank held Atwood Oceanics as of Q1 2015.

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