OIA
BRCD

Optimum Investment Advisors’s Brocade Communications Systems, Inc. NEW BRCD Stock Holding History

Optimum Investment Advisors’s Portfolio BRCD Stock Details BRCD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-24,577
Closed -$310K – 314
2017
Q2 		$310K Sell
24,577
-12,400
-34% -$156K 0.11% 212
2017
Q1 		$461K Sell
36,977
-10,600
-22% -$132K 0.16% 171
2016
Q4 		$594K Sell
47,577
-1,600
-3% -$18K 0.22% 126
2016
Q3 		$454K Sell
49,177
-15,285
-24% -$142K 0.17% 167
2016
Q2 		$592K Sell
64,462
-4,800
-7% -$43K 0.23% 128
2016
Q1 		$733K Hold
69,262
– – 0.29% 109
2015
Q4 		$636K Hold
69,262
– – 0.25% 123
2015
Q3 		$719K Buy
+69,262
New +$726K 0.29% 106
2015
Q1 		$455K Buy
+38,377
New +$458K 0.14% 164

Other funds holding BRCD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Optimum Investment Advisors's BRCD Position: Q3 2017 in Review

Optimum Investment Advisors sold out of Brocade Communications Systems, Inc. NEW (BRCD) in Q3 2017, closing a stake of 24,577 shares — an estimated $310K sold.

Optimum Investment Advisors first reported a position in BRCD in Q1 2015 and held it in 9 quarters. The position peaked at $733K in Q1 2016. 275 funds tracked by Wall St. Rank hold BRCD as of Q3 2017.

  • Optimum Investment Advisors reported no remaining Brocade Communications Systems, Inc. NEW position as of Q3 2017 after selling out during the quarter.
  • Optimum Investment Advisors sold 24,577 Brocade Communications Systems, Inc. NEW shares in Q3 2017, an estimated $310K.
  • Optimum Investment Advisors first reported a position in Brocade Communications Systems, Inc. NEW in Q1 2015 and held it in 9 quarters.
  • Optimum Investment Advisors's Brocade Communications Systems, Inc. NEW position peaked at $733K in Q1 2016.
  • 275 funds tracked by Wall St. Rank held Brocade Communications Systems, Inc. NEW as of Q3 2017.

Based on Optimum Investment Advisors's 13F filing for Q3 2017, filed 21 Nov 2017.