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Optimum Investment Advisors’s Itron ITRI Stock Holding History

Optimum Investment Advisors’s Portfolio ITRI Stock Details ITRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-1,000
Closed -$64K – 992
2018
Q3 		$64K Hold
1,000
– – 0.02% 485
2018
Q2 		$60K Buy
+1,000
New +$63.3K 0.02% 498

Other funds holding ITRI

SCM
Scopia Capital Management New York $112M AUM 48.41% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Optimum Investment Advisors's ITRI Position: Q4 2018 in Review

Optimum Investment Advisors sold out of Itron (ITRI) in Q4 2018, closing a stake of 1,000 shares — an estimated $64K sold.

Optimum Investment Advisors first reported a position in ITRI in Q2 2018 and held it in 2 quarters. The position peaked at $64K in Q3 2018. 223 funds tracked by Wall St. Rank hold ITRI as of Q4 2018.

  • Optimum Investment Advisors reported no remaining Itron position as of Q4 2018 after selling out during the quarter.
  • Optimum Investment Advisors sold 1,000 Itron shares in Q4 2018, an estimated $64K.
  • Optimum Investment Advisors first reported a position in Itron in Q2 2018 and held it in 2 quarters.
  • Optimum Investment Advisors's Itron position peaked at $64K in Q3 2018.
  • 223 funds tracked by Wall St. Rank held Itron as of Q4 2018.

Based on Optimum Investment Advisors's 13F filing for Q4 2018, filed 4 Feb 2019.