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Optimum Investment Advisors’s Ingles Markets IMKTA Stock Holding History

Optimum Investment Advisors’s Portfolio IMKTA Stock Details IMKTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-250
Closed -$6K – 998
2014
Q3 		$6K Sell
250
-325
-57% -$8.23K ﹤0.01% 818
2014
Q2 		$15K Hold
575
– – ﹤0.01% 709
2014
Q1 		$14K Hold
575
– – 0.01% 558
2013
Q4 		$16K Hold
575
– – 0.01% 550
2013
Q3 		$17K Buy
+575
New +$15.5K 0.01% 523

Other funds holding IMKTA

GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
TA
Teton Advisors Rye, New York $173M AUM 77.13% 1-Year Est. Return

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

Optimum Investment Advisors sold out of Ingles Markets (IMKTA) in Q4 2014, closing a stake of 250 shares — an estimated $6K sold.

Optimum Investment Advisors first reported a position in IMKTA in Q3 2013 and held it in 5 quarters. The position peaked at $17K in Q3 2013. 116 funds tracked by Wall St. Rank hold IMKTA as of Q4 2014.

  • Optimum Investment Advisors reported no remaining Ingles Markets position as of Q4 2014 after selling out during the quarter.
  • Optimum Investment Advisors sold 250 Ingles Markets shares in Q4 2014, an estimated $6K.
  • Optimum Investment Advisors first reported a position in Ingles Markets in Q3 2013 and held it in 5 quarters.
  • Optimum Investment Advisors's Ingles Markets position peaked at $17K in Q3 2013.
  • 116 funds tracked by Wall St. Rank held Ingles Markets as of Q4 2014.

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