Optimum Investment Advisors’s iShares Global Comm Services ETF IXP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	$56K	Hold	919	–	–	0.02%	490
2014 Q4	$55K	Buy	919 +3	+0.3%	+$187	0.02%	481
2014 Q3	$58K	Buy	916 +10	+1%	+$639	0.02%	446
2014 Q2	$57K	Buy	+906	New	+$61.6K	0.02%	456
2014 Q1	–	Sell	-186	Closed	-$13K	–	758
2013 Q4	$13K	Buy	+186	New	+$12.5K	﹤0.01%	578

Other funds holding IXP

Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return

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

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

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

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

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

FAAM

First Allied Asset Management San Diego, California $712M AUM 9.35% 1-Year Est. Return

Glovista Investments Jersey City, New Jersey $215M AUM 10.51% 1-Year Est. Return

PFM

Parsec Financial Management Asheville, North Carolina $2.37B AUM 4.66% 1-Year Est. Return

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

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

Optimum Investment Advisors held its iShares Global Comm Services ETF (IXP) position steady in Q1 2015 at 919 shares worth $56K. The position accounts for 0.02% of the portfolio, ranked #490.

Optimum Investment Advisors first reported a position in IXP in Q4 2013 and has held it in 5 quarters since. The position peaked at $58K in Q3 2014. 81 funds tracked by Wall St. Rank hold IXP as of Q1 2015.

Optimum Investment Advisors held 919 shares of iShares Global Comm Services ETF worth $56K as of Q1 2015.
Optimum Investment Advisors left its iShares Global Comm Services ETF share count unchanged in Q1 2015.
iShares Global Comm Services ETF made up 0.02% of Optimum Investment Advisors's portfolio in Q1 2015, its #490 holding.
Optimum Investment Advisors first reported a position in iShares Global Comm Services ETF in Q4 2013 and has held it in 5 quarters since.
Optimum Investment Advisors's iShares Global Comm Services ETF position peaked at $58K in Q3 2014.
81 funds tracked by Wall St. Rank held iShares Global Comm Services ETF as of Q1 2015.

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