OIA
CMRE icon

Optimum Investment Advisors’s Costamare CMRE Stock Holding History

Optimum Investment Advisors’s Portfolio CMRE Stock Details CMRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-1,000
Closed -$12K – 841
2021
Q2 		$12K Buy
+1,000
New +$10.8K ﹤0.01% 727
2020
Q3 		– Sell
-20,000
Closed -$111K – 878
2020
Q2 		$111K Buy
+20,000
New +$97.5K 0.04% 307

Other funds holding CMRE

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAAM
Cape Ann Asset Management London, United Kingdom $440M AUM 96.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Optimum Investment Advisors's CMRE Position: Q3 2021 in Review

Optimum Investment Advisors sold out of Costamare (CMRE) in Q3 2021, closing a stake of 1,000 shares — an estimated $12K sold.

Optimum Investment Advisors first reported a position in CMRE in Q2 2020 and held it in 2 quarters. The position peaked at $111K in Q2 2020. 146 funds tracked by Wall St. Rank hold CMRE as of Q3 2021.

  • Optimum Investment Advisors reported no remaining Costamare position as of Q3 2021 after selling out during the quarter.
  • Optimum Investment Advisors sold 1,000 Costamare shares in Q3 2021, an estimated $12K.
  • Optimum Investment Advisors first reported a position in Costamare in Q2 2020 and held it in 2 quarters.
  • Optimum Investment Advisors's Costamare position peaked at $111K in Q2 2020.
  • 146 funds tracked by Wall St. Rank held Costamare as of Q3 2021.

Based on Optimum Investment Advisors's 13F filing for Q3 2021, filed 12 Oct 2021.