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Optimum Investment Advisors’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Optimum Investment Advisors’s Portfolio EDV Stock Details EDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-300
Closed -$34K – 1047
2018
Q2 		$34K Hold
300
– – 0.01% 610
2018
Q1 		$34K Buy
+300
New +$34K 0.01% 599

Other funds holding EDV

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return
BIA
Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FA
Forefront Analytics West Conshohocken, Pennsylvania $110M AUM 18.54% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HMC
Harvard Management Company Boston, Massachusetts $1.82B AUM 26.23% 1-Year Est. Return

Optimum Investment Advisors's EDV Position: Q3 2018 in Review

Optimum Investment Advisors sold out of Vanguard World Funds Extended Duration ETF (EDV) in Q3 2018, closing a stake of 300 shares — an estimated $34K sold.

Optimum Investment Advisors first reported a position in EDV in Q1 2018 and held it in 2 quarters. The position peaked at $34K in Q2 2018. 45 funds tracked by Wall St. Rank hold EDV as of Q3 2018.

  • Optimum Investment Advisors reported no remaining Vanguard World Funds Extended Duration ETF position as of Q3 2018 after selling out during the quarter.
  • Optimum Investment Advisors sold 300 Vanguard World Funds Extended Duration ETF shares in Q3 2018, an estimated $34K.
  • Optimum Investment Advisors first reported a position in Vanguard World Funds Extended Duration ETF in Q1 2018 and held it in 2 quarters.
  • Optimum Investment Advisors's Vanguard World Funds Extended Duration ETF position peaked at $34K in Q2 2018.
  • 45 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q3 2018.

Based on Optimum Investment Advisors's 13F filing for Q3 2018, filed 5 Oct 2018.