Optimum Investment Advisors’s iShares US Financials ETF IYF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	$18K	Buy	+400	New	+$17.8K	0.01%	709

Other funds holding IYF

BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BIM

BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $3.19B AUM 24.42% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

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

Optimum Investment Advisors opened a new position in iShares US Financials ETF (IYF) in Q1 2015: 400 shares worth $18K. The stake represents 0.01% of the portfolio and ranks #709 among its holdings.

142 funds tracked by Wall St. Rank hold IYF as of Q1 2015.

Optimum Investment Advisors held 400 shares of iShares US Financials ETF worth $18K as of Q1 2015.
iShares US Financials ETF was a new Optimum Investment Advisors position in Q1 2015.
iShares US Financials ETF made up 0.01% of Optimum Investment Advisors's portfolio in Q1 2015, its #709 holding.
142 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q1 2015.

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