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Optimum Investment Advisors’s ICICI Bank IBN Stock Holding History

Optimum Investment Advisors’s Portfolio IBN Stock Details IBN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		$73K Hold
7,700
– – 0.02% 430
2014
Q4 		$81K Hold
7,700
– – 0.03% 401
2014
Q3 		$69K Hold
7,700
– – 0.02% 411
2014
Q2 		$70K Hold
7,700
– – 0.02% 413
2014
Q1 		$61K Hold
7,700
– – 0.02% 373
2013
Q4 		$52K Hold
7,700
– – 0.02% 390
2013
Q3 		$43K Buy
+7,700
New +$45.2K 0.02% 390

Other funds holding IBN

O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Optimum Investment Advisors held its ICICI Bank (IBN) position steady in Q1 2015 at 7,700 shares worth $73K. The position accounts for 0.02% of the portfolio, ranked #430.

Optimum Investment Advisors first reported a position in IBN in Q3 2013 and has held it in 7 quarters since. The position peaked at $81K in Q4 2014. 338 funds tracked by Wall St. Rank hold IBN as of Q1 2015.

  • Optimum Investment Advisors held 7,700 shares of ICICI Bank worth $73K as of Q1 2015.
  • Optimum Investment Advisors left its ICICI Bank share count unchanged in Q1 2015.
  • ICICI Bank made up 0.02% of Optimum Investment Advisors's portfolio in Q1 2015, its #430 holding.
  • Optimum Investment Advisors first reported a position in ICICI Bank in Q3 2013 and has held it in 7 quarters since.
  • Optimum Investment Advisors's ICICI Bank position peaked at $81K in Q4 2014.
  • 338 funds tracked by Wall St. Rank held ICICI Bank as of Q1 2015.

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