Optimum Investment Advisors’s KEURIG GREEN MTN INC GMCR Stock Holding History

Optimum Investment Advisors’s Portfolio GMCR Stock Details GMCR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	$39K	Hold	350	–	–	0.01%	562
2014 Q4	$46K	Hold	350	–	–	0.01%	535
2014 Q3	$46K	Hold	350	–	–	0.02%	497
2014 Q2	$44K	Hold	350	–	–	0.01%	515
2014 Q1	$37K	Hold	350	–	–	0.01%	438
2013 Q4	$26K	Hold	350	–	–	0.01%	479
2013 Q3	$26K	Buy	+350	New	+$27.6K	0.01%	456

Other funds holding GMCR

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

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

Optimum Investment Advisors held its KEURIG GREEN MTN INC (GMCR) position steady in Q1 2015 at 350 shares worth $39K. The position accounts for 0.01% of the portfolio, ranked #562.

Optimum Investment Advisors first reported a position in GMCR in Q3 2013 and has held it in 7 quarters since. The position peaked at $46K in Q4 2014. 420 funds tracked by Wall St. Rank hold GMCR as of Q1 2015.

Optimum Investment Advisors held 350 shares of KEURIG GREEN MTN INC worth $39K as of Q1 2015.
Optimum Investment Advisors left its KEURIG GREEN MTN INC share count unchanged in Q1 2015.
KEURIG GREEN MTN INC made up 0.01% of Optimum Investment Advisors's portfolio in Q1 2015, its #562 holding.
Optimum Investment Advisors first reported a position in KEURIG GREEN MTN INC in Q3 2013 and has held it in 7 quarters since.
Optimum Investment Advisors's KEURIG GREEN MTN INC position peaked at $46K in Q4 2014.
420 funds tracked by Wall St. Rank held KEURIG GREEN MTN INC as of Q1 2015.

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