OIA
CEB

Optimum Investment Advisors’s CEB Inc. CEB Stock Holding History

Optimum Investment Advisors’s Portfolio CEB Stock Details CEB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-40
Closed -$3K – 782
2013
Q3 		$3K Buy
+40
New +$2.71K ﹤0.01% 672

Other funds holding CEB

TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 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
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.65B AUM 23.83% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Optimum Investment Advisors's CEB Position: Q4 2013 in Review

Optimum Investment Advisors sold out of CEB Inc. (CEB) in Q4 2013, closing a stake of 40 shares — an estimated $3K sold.

Optimum Investment Advisors first reported a position in CEB in Q3 2013 and held it in 1 quarter. The position peaked at $3K in Q3 2013. 182 funds tracked by Wall St. Rank hold CEB as of Q4 2013.

  • Optimum Investment Advisors reported no remaining CEB Inc. position as of Q4 2013 after selling out during the quarter.
  • Optimum Investment Advisors sold 40 CEB Inc. shares in Q4 2013, an estimated $3K.
  • Optimum Investment Advisors first reported a position in CEB Inc. in Q3 2013 and held it in 1 quarter.
  • Optimum Investment Advisors's CEB Inc. position peaked at $3K in Q3 2013.
  • 182 funds tracked by Wall St. Rank held CEB Inc. as of Q4 2013.

Based on Optimum Investment Advisors's 13F filing for Q4 2013, filed 10 Feb 2014.