OIA
HYLD

Optimum Investment Advisors’s High Yield ETF HYLD Stock Holding History

Optimum Investment Advisors’s Portfolio HYLD Stock Details HYLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-200
Closed -$10K – 785
2013
Q4 		$10K Hold
200
– – ﹤0.01% 615
2013
Q3 		$10K Buy
+200
New +$10.2K ﹤0.01% 583

Other funds holding HYLD

CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
WCM
Weatherstone Capital Management Denver, Colorado $94.5M AUM 8.25% 1-Year Est. Return
YMRC
Yorktown Management & Research Company Forest, Virginia $163M AUM 68.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACM
Ashford Capital Management Wilmington, Delaware $809M AUM 35.1% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AP
Advisors Preferred Rockville, Maryland $679M AUM 22.19% 1-Year Est. Return

Optimum Investment Advisors's HYLD Position: Q1 2014 in Review

Optimum Investment Advisors sold out of High Yield ETF (HYLD) in Q1 2014, closing a stake of 200 shares — an estimated $10K sold.

Optimum Investment Advisors first reported a position in HYLD in Q3 2013 and held it in 2 quarters. The position peaked at $10K in Q4 2013. 52 funds tracked by Wall St. Rank hold HYLD as of Q1 2014.

  • Optimum Investment Advisors reported no remaining High Yield ETF position as of Q1 2014 after selling out during the quarter.
  • Optimum Investment Advisors sold 200 High Yield ETF shares in Q1 2014, an estimated $10K.
  • Optimum Investment Advisors first reported a position in High Yield ETF in Q3 2013 and held it in 2 quarters.
  • Optimum Investment Advisors's High Yield ETF position peaked at $10K in Q4 2013.
  • 52 funds tracked by Wall St. Rank held High Yield ETF as of Q1 2014.

Based on Optimum Investment Advisors's 13F filing for Q1 2014, filed 1 May 2014.