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Optimum Investment Advisors’s Invesco S&P Spin-Off ETF CSD Stock Holding History

Optimum Investment Advisors’s Portfolio CSD Stock Details CSD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		$23K Hold
481
– – 0.01% 659
2014
Q4 		$22K Hold
481
– – 0.01% 685
2014
Q3 		$22K Hold
481
– – 0.01% 622
2014
Q2 		$22K Buy
+481
New +$21.7K 0.01% 637

Other funds holding CSD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BC
Brinker Capital Berwyn, Pennsylvania $3.13B AUM 9.04% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MCC
Mid Continent Capital Chicago, Illinois $1.54B AUM 0.7% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
FANJ
Financial Architects (New Jersey) Marlton, New Jersey $663M AUM 15.53% 1-Year Est. Return
SGAM
Steinberg Global Asset Management Boca Raton, Florida $639M AUM 11.04% 1-Year Est. Return
CCMH
Cornerstone Capital Management Holdings New York $14.3B AUM 33.3% 1-Year Est. Return

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

Optimum Investment Advisors held its Invesco S&P Spin-Off ETF (CSD) position steady in Q1 2015 at 481 shares worth $23K. The position accounts for 0.01% of the portfolio, ranked #659.

Optimum Investment Advisors first reported a position in CSD in Q2 2014 and has held it in 4 quarters since. 84 funds tracked by Wall St. Rank hold CSD as of Q1 2015.

  • Optimum Investment Advisors held 481 shares of Invesco S&P Spin-Off ETF worth $23K as of Q1 2015.
  • Optimum Investment Advisors left its Invesco S&P Spin-Off ETF share count unchanged in Q1 2015.
  • Invesco S&P Spin-Off ETF made up 0.01% of Optimum Investment Advisors's portfolio in Q1 2015, its #659 holding.
  • Optimum Investment Advisors first reported a position in Invesco S&P Spin-Off ETF in Q2 2014 and has held it in 4 quarters since.
  • 84 funds tracked by Wall St. Rank held Invesco S&P Spin-Off ETF as of Q1 2015.

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