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Optimum Investment Advisors’s Genworth Financial GNW Stock Holding History

Optimum Investment Advisors’s Portfolio GNW Stock Details GNW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		$1K Hold
200
– – ﹤0.01% 948
2014
Q4 		$2K Buy
+200
New +$2.1K ﹤0.01% 956

Other funds holding GNW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return

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

Optimum Investment Advisors held its Genworth Financial (GNW) position steady in Q1 2015 at 200 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #948.

Optimum Investment Advisors first reported a position in GNW in Q4 2014 and has held it in 2 quarters since. The position peaked at $2K in Q4 2014. 358 funds tracked by Wall St. Rank hold GNW as of Q1 2015.

  • Optimum Investment Advisors held 200 shares of Genworth Financial worth $1K as of Q1 2015.
  • Optimum Investment Advisors left its Genworth Financial share count unchanged in Q1 2015.
  • Genworth Financial made up ﹤0.01% of Optimum Investment Advisors's portfolio in Q1 2015, its #948 holding.
  • Optimum Investment Advisors first reported a position in Genworth Financial in Q4 2014 and has held it in 2 quarters since.
  • Optimum Investment Advisors's Genworth Financial position peaked at $2K in Q4 2014.
  • 358 funds tracked by Wall St. Rank held Genworth Financial as of Q1 2015.

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