OIA
AVG

Optimum Investment Advisors’s AVG Technologies N.V. AVG Stock Holding History

Optimum Investment Advisors’s Portfolio AVG Stock Details AVG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		$15K Hold
700
– – ﹤0.01% 751
2014
Q4 		$14K Hold
700
– – ﹤0.01% 802
2014
Q3 		$12K Hold
700
– – ﹤0.01% 743
2014
Q2 		$14K Hold
700
– – ﹤0.01% 730
2014
Q1 		$15K Hold
700
– – 0.01% 554
2013
Q4 		$12K Hold
700
– – ﹤0.01% 594
2013
Q3 		$17K Buy
+700
New +$15.6K 0.01% 524

Other funds holding AVG

TA
TA Associates Boston, Massachusetts $4.01M AUM 59.82% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

Optimum Investment Advisors held its AVG Technologies N.V. (AVG) position steady in Q1 2015 at 700 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #751.

Optimum Investment Advisors first reported a position in AVG in Q3 2013 and has held it in 7 quarters since. The position peaked at $17K in Q3 2013. 134 funds tracked by Wall St. Rank hold AVG as of Q1 2015.

  • Optimum Investment Advisors held 700 shares of AVG Technologies N.V. worth $15K as of Q1 2015.
  • Optimum Investment Advisors left its AVG Technologies N.V. share count unchanged in Q1 2015.
  • AVG Technologies N.V. made up ﹤0.01% of Optimum Investment Advisors's portfolio in Q1 2015, its #751 holding.
  • Optimum Investment Advisors first reported a position in AVG Technologies N.V. in Q3 2013 and has held it in 7 quarters since.
  • Optimum Investment Advisors's AVG Technologies N.V. position peaked at $17K in Q3 2013.
  • 134 funds tracked by Wall St. Rank held AVG Technologies N.V. as of Q1 2015.

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