OIA
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Optimum Investment Advisors’s Avis CAR Stock Holding History

Optimum Investment Advisors’s Portfolio CAR Stock Details CAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		$83K Hold
1,400
– – 0.03% 411
2014
Q4 		$93K Sell
1,400
-60
-4% -$3.43K 0.03% 386
2014
Q3 		$80K Hold
1,460
– – 0.03% 381
2014
Q2 		$87K Hold
1,460
– – 0.03% 367
2014
Q1 		$71K Hold
1,460
– – 0.03% 346
2013
Q4 		$59K Hold
1,460
– – 0.02% 378
2013
Q3 		$42K Buy
+1,460
New +$43.6K 0.02% 394

Other funds holding CAR

SIM
SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return
FTCM
Fir Tree Capital Management New York $21.8M AUM 1.61% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
MCM
Marcato Capital Management San Francisco, California $1.2M AUM 91.17% 1-Year Est. Return

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

Optimum Investment Advisors held its Avis (CAR) position steady in Q1 2015 at 1,400 shares worth $83K. The position accounts for 0.03% of the portfolio, ranked #411.

Optimum Investment Advisors first reported a position in CAR in Q3 2013 and has held it in 7 quarters since. The position peaked at $93K in Q4 2014. 256 funds tracked by Wall St. Rank hold CAR as of Q1 2015.

  • Optimum Investment Advisors held 1,400 shares of Avis worth $83K as of Q1 2015.
  • Optimum Investment Advisors left its Avis share count unchanged in Q1 2015.
  • Avis made up 0.03% of Optimum Investment Advisors's portfolio in Q1 2015, its #411 holding.
  • Optimum Investment Advisors first reported a position in Avis in Q3 2013 and has held it in 7 quarters since.
  • Optimum Investment Advisors's Avis position peaked at $93K in Q4 2014.
  • 256 funds tracked by Wall St. Rank held Avis as of Q1 2015.

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