Optimum Investment Advisors’s SPDR S&P International Consumer Discretionary Sector IPD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	$16K	Buy	+400	New	+$15.6K	0.01%	741

Other funds holding IPD

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

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

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

CLOS

Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $8.13B AUM 26.03% 1-Year Est. Return

Investment Partners New Philadelphia, Ohio $281M AUM 20.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Optimum Investment Advisors opened a new position in SPDR S&P International Consumer Discretionary Sector (IPD) in Q1 2015: 400 shares worth $16K. The stake represents 0.01% of the portfolio and ranks #741 among its holdings.

10 funds tracked by Wall St. Rank hold IPD as of Q1 2015.

Optimum Investment Advisors held 400 shares of SPDR S&P International Consumer Discretionary Sector worth $16K as of Q1 2015.
SPDR S&P International Consumer Discretionary Sector was a new Optimum Investment Advisors position in Q1 2015.
SPDR S&P International Consumer Discretionary Sector made up 0.01% of Optimum Investment Advisors's portfolio in Q1 2015, its #741 holding.
10 funds tracked by Wall St. Rank held SPDR S&P International Consumer Discretionary Sector as of Q1 2015.

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