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Optimum Investment Advisors’s eGain EGAN Stock Holding History

Optimum Investment Advisors’s Portfolio EGAN Stock Details EGAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-5,000
Closed -$41K – 996
2019
Q2 		$41K Hold
5,000
– – 0.01% 544
2019
Q1 		$52K Buy
+5,000
New +$47.4K 0.02% 495

Other funds holding EGAN

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
OCMI
Oaktop Capital Management II Chatham, New Jersey $1.34B AUM 114.5% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
PCM
PenderFund Capital Management Vancouver, British Columbia, Canada $639M AUM 31.05% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Venator Capital Management Toronto, Ontario, Canada $48.7M AUM 87.97% 1-Year Est. Return

Optimum Investment Advisors's EGAN Position: Q3 2019 in Review

Optimum Investment Advisors sold out of eGain (EGAN) in Q3 2019, closing a stake of 5,000 shares — an estimated $41K sold.

Optimum Investment Advisors first reported a position in EGAN in Q1 2019 and held it in 2 quarters. The position peaked at $52K in Q1 2019. 77 funds tracked by Wall St. Rank hold EGAN as of Q3 2019.

  • Optimum Investment Advisors reported no remaining eGain position as of Q3 2019 after selling out during the quarter.
  • Optimum Investment Advisors sold 5,000 eGain shares in Q3 2019, an estimated $41K.
  • Optimum Investment Advisors first reported a position in eGain in Q1 2019 and held it in 2 quarters.
  • Optimum Investment Advisors's eGain position peaked at $52K in Q1 2019.
  • 77 funds tracked by Wall St. Rank held eGain as of Q3 2019.

Based on Optimum Investment Advisors's 13F filing for Q3 2019, filed 17 Oct 2019.