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Optimum Investment Advisors’s Honda HMC Stock Holding History

Optimum Investment Advisors’s Portfolio HMC Stock Details HMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-1,800
Closed -$47K – 1005
2019
Q2 		$47K Hold
1,800
– – 0.02% 515
2019
Q1 		$49K Sell
1,800
-500
-22% -$14K 0.02% 507
2018
Q4 		$61K Sell
2,300
-700
-23% -$19.4K 0.02% 435
2018
Q3 		$90K Hold
3,000
– – 0.02% 417
2018
Q2 		$88K Sell
3,000
-500
-14% -$16.5K 0.03% 416
2018
Q1 		$122K Buy
+3,500
New +$123K 0.04% 367
2015
Q1 		$144K Sell
4,400
-625
-12% -$20.1K 0.05% 331
2014
Q4 		$149K Hold
5,025
– – 0.05% 310
2014
Q3 		$171K Hold
5,025
– – 0.06% 283
2014
Q2 		$175K Buy
5,025
+125
+3% +$4.29K 0.06% 278
2014
Q1 		$173K Sell
4,900
-500
-9% -$18.6K 0.07% 240
2013
Q4 		$223K Buy
5,400
+5,100
+1,700% +$206K 0.08% 200
2013
Q3 		$11K Buy
+300
New +$11.5K ﹤0.01% 572

Other funds holding HMC

American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.11B AUM 8.63% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CVA
Ceredex Value Advisors Orlando, Florida $3.18B AUM 35.23% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

Optimum Investment Advisors sold out of Honda (HMC) in Q3 2019, closing a stake of 1,800 shares — an estimated $47K sold.

Optimum Investment Advisors first reported a position in HMC in Q3 2013 and held it in 13 quarters. The position peaked at $223K in Q4 2013. 223 funds tracked by Wall St. Rank hold HMC as of Q3 2019.

  • Optimum Investment Advisors reported no remaining Honda position as of Q3 2019 after selling out during the quarter.
  • Optimum Investment Advisors sold 1,800 Honda shares in Q3 2019, an estimated $47K.
  • Optimum Investment Advisors first reported a position in Honda in Q3 2013 and held it in 13 quarters.
  • Optimum Investment Advisors's Honda position peaked at $223K in Q4 2013.
  • 223 funds tracked by Wall St. Rank held Honda as of Q3 2019.

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