OIA
CFD

Optimum Investment Advisors’s Nuveen Diversified Commodity Fnd CFD Stock Holding History

Optimum Investment Advisors’s Portfolio CFD Stock Details CFD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-18,902
Closed -$171K – 305
2016
Q3 		$171K Hold
18,902
– – 0.06% 277
2016
Q2 		$186K Hold
18,902
– – 0.07% 264
2016
Q1 		$168K Hold
18,902
– – 0.07% 255
2015
Q4 		$170K Hold
18,902
– – 0.07% 264
2015
Q3 		$195K Buy
+18,902
New +$207K 0.08% 257
2015
Q1 		$225K Hold
18,902
– – 0.07% 268
2014
Q4 		$243K Sell
18,902
-8,092
-30% -$104K 0.08% 245
2014
Q3 		$369K Sell
26,994
-1,105
-4% -$16.8K 0.12% 172
2014
Q2 		$456K Buy
28,099
+5,142
+22% +$83.4K 0.15% 160
2014
Q1 		$365K Buy
22,957
+3,420
+18% +$53.9K 0.14% 158
2013
Q4 		$296K Hold
19,537
– – 0.11% 176
2013
Q3 		$323K Buy
+19,537
New +$332K 0.13% 163

Other funds holding CFD

ACM
Azimuth Capital Management Bloomfield Hills, Michigan $2.34B AUM 16.67% 1-Year Est. Return
MSAM
Moloney Securities Asset Management Manchester, Missouri $840M AUM 18.11% 1-Year Est. Return

Optimum Investment Advisors's CFD Position: Q4 2016 in Review

Optimum Investment Advisors sold out of Nuveen Diversified Commodity Fnd (CFD) in Q4 2016, closing a stake of 18,902 shares — an estimated $171K sold.

Optimum Investment Advisors first reported a position in CFD in Q3 2013 and held it in 12 quarters. The position peaked at $456K in Q2 2014. 2 funds tracked by Wall St. Rank hold CFD as of Q4 2016.

  • Optimum Investment Advisors reported no remaining Nuveen Diversified Commodity Fnd position as of Q4 2016 after selling out during the quarter.
  • Optimum Investment Advisors sold 18,902 Nuveen Diversified Commodity Fnd shares in Q4 2016, an estimated $171K.
  • Optimum Investment Advisors first reported a position in Nuveen Diversified Commodity Fnd in Q3 2013 and held it in 12 quarters.
  • Optimum Investment Advisors's Nuveen Diversified Commodity Fnd position peaked at $456K in Q2 2014.
  • 2 funds tracked by Wall St. Rank held Nuveen Diversified Commodity Fnd as of Q4 2016.

Based on Optimum Investment Advisors's 13F filing for Q4 2016, filed 15 May 2017.