Optimum Investment Advisors’s iShares International Developed Real Estate ETF IFGL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	–	Sell	-218	Closed	-$7K	–	997
2014 Q3	$7K	Hold	218	–	–	﹤0.01%	799
2014 Q2	$7K	Sell	218 -100	-31%	-$3.14K	﹤0.01%	814
2014 Q1	$10K	Sell	318 -3,350	-91%	-$100K	﹤0.01%	597
2013 Q4	$113K	Sell	3,668 -425	-10%	-$14K	0.04%	281
2013 Q3	$137K	Buy	+4,093	New	+$133K	0.06%	248

Other funds holding IFGL

BFA

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MAA

Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

BUB

BBVA USA Bancshares Houston, Texas $2.1B AUM 62.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Optimum Investment Advisors's IFGL Position: Q4 2014 in Review

Optimum Investment Advisors sold out of iShares International Developed Real Estate ETF (IFGL) in Q4 2014, closing a stake of 218 shares — an estimated $7K sold.

Optimum Investment Advisors first reported a position in IFGL in Q3 2013 and held it in 5 quarters. The position peaked at $137K in Q3 2013. 82 funds tracked by Wall St. Rank hold IFGL as of Q4 2014.

Optimum Investment Advisors reported no remaining iShares International Developed Real Estate ETF position as of Q4 2014 after selling out during the quarter.
Optimum Investment Advisors sold 218 iShares International Developed Real Estate ETF shares in Q4 2014, an estimated $7K.
Optimum Investment Advisors first reported a position in iShares International Developed Real Estate ETF in Q3 2013 and held it in 5 quarters.
Optimum Investment Advisors's iShares International Developed Real Estate ETF position peaked at $137K in Q3 2013.
82 funds tracked by Wall St. Rank held iShares International Developed Real Estate ETF as of Q4 2014.

Based on Optimum Investment Advisors's 13F filing for Q4 2014, filed 12 Feb 2015.