Optimum Investment Advisors’s HF Sinclair DINO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2015
Q1
$8K Hold
200
﹤0.01% 817
2014
Q4
$7K Hold
200
﹤0.01% 878
2014
Q3
$9K Sell
200
-300
-60% -$14K ﹤0.01% 768
2014
Q2
$22K Buy
+500
New +$24.5K 0.01% 638

Other funds holding DINO

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

Optimum Investment Advisors held its HF Sinclair (DINO) position steady in Q1 2015 at 200 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #817.

Optimum Investment Advisors first reported a position in DINO in Q2 2014 and has held it in 4 quarters since. The position peaked at $22K in Q2 2014. 445 funds tracked by Wall St. Rank hold DINO as of Q1 2015.

  • Optimum Investment Advisors held 200 shares of HF Sinclair worth $8K as of Q1 2015.
  • Optimum Investment Advisors left its HF Sinclair share count unchanged in Q1 2015.
  • HF Sinclair made up ﹤0.01% of Optimum Investment Advisors's portfolio in Q1 2015, its #817 holding.
  • Optimum Investment Advisors first reported a position in HF Sinclair in Q2 2014 and has held it in 4 quarters since.
  • Optimum Investment Advisors's HF Sinclair position peaked at $22K in Q2 2014.
  • 445 funds tracked by Wall St. Rank held HF Sinclair as of Q1 2015.

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