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Optimum Investment Advisors’s Beazer Homes USA BZH Stock Holding History

Optimum Investment Advisors’s Portfolio BZH Stock Details BZH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		$18K Hold
1,000
– – 0.01% 706
2014
Q4 		$19K Sell
1,000
-2,500
-71% -$45.7K 0.01% 729
2014
Q3 		$59K Hold
3,500
– – 0.02% 439
2014
Q2 		$73K Hold
3,500
– – 0.02% 398
2014
Q1 		$70K Hold
3,500
– – 0.03% 348
2013
Q4 		$85K Buy
+3,500
New +$69.3K 0.03% 312

Other funds holding BZH

Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
GC
GMT Capital Atlanta, Georgia $1.92B AUM 70.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
DP
DW Partners New York $62.3M AUM 25.52% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

Optimum Investment Advisors held its Beazer Homes USA (BZH) position steady in Q1 2015 at 1,000 shares worth $18K. The position accounts for 0.01% of the portfolio, ranked #706.

Optimum Investment Advisors first reported a position in BZH in Q4 2013 and has held it in 6 quarters since. The position peaked at $85K in Q4 2013. 124 funds tracked by Wall St. Rank hold BZH as of Q1 2015.

  • Optimum Investment Advisors held 1,000 shares of Beazer Homes USA worth $18K as of Q1 2015.
  • Optimum Investment Advisors left its Beazer Homes USA share count unchanged in Q1 2015.
  • Beazer Homes USA made up 0.01% of Optimum Investment Advisors's portfolio in Q1 2015, its #706 holding.
  • Optimum Investment Advisors first reported a position in Beazer Homes USA in Q4 2013 and has held it in 6 quarters since.
  • Optimum Investment Advisors's Beazer Homes USA position peaked at $85K in Q4 2013.
  • 124 funds tracked by Wall St. Rank held Beazer Homes USA as of Q1 2015.

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