OIA
GAS

Optimum Investment Advisors’s AGL Resources Inc GAS Stock Holding History

Optimum Investment Advisors’s Portfolio GAS Stock Details GAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-335
Closed -$18K – 1039
2014
Q4 		$18K Hold
335
– – 0.01% 750
2014
Q3 		$17K Hold
335
– – 0.01% 682
2014
Q2 		$18K Hold
335
– – 0.01% 685
2014
Q1 		$16K Hold
335
– – 0.01% 548
2013
Q4 		$16K Hold
335
– – 0.01% 553
2013
Q3 		$15K Buy
+335
New +$15.1K 0.01% 539

Other funds holding GAS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Optimum Investment Advisors sold out of AGL Resources Inc (GAS) in Q1 2015, closing a stake of 335 shares — an estimated $18K sold.

Optimum Investment Advisors first reported a position in GAS in Q3 2013 and held it in 6 quarters. The position peaked at $18K in Q4 2014. 426 funds tracked by Wall St. Rank hold GAS as of Q1 2015.

  • Optimum Investment Advisors reported no remaining AGL Resources Inc position as of Q1 2015 after selling out during the quarter.
  • Optimum Investment Advisors sold 335 AGL Resources Inc shares in Q1 2015, an estimated $18K.
  • Optimum Investment Advisors first reported a position in AGL Resources Inc in Q3 2013 and held it in 6 quarters.
  • Optimum Investment Advisors's AGL Resources Inc position peaked at $18K in Q4 2014.
  • 426 funds tracked by Wall St. Rank held AGL Resources Inc as of Q1 2015.

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