OIA
KST

Optimum Investment Advisors’s Deutsche Strategic Income Trust KST Stock Holding History

Optimum Investment Advisors’s Portfolio KST Stock Details KST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-2,000
Closed -$26K – 976
2014
Q2 		$26K Buy
+2,000
New +$25.6K 0.01% 619

Other funds holding KST

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
SI
SII Investments Appleton, Wisconsin $965M AUM 15.44% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
PMG
ProVise Management Group Clearwater, Florida $1.39B AUM 18.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Optimum Investment Advisors's KST Position: Q3 2014 in Review

Optimum Investment Advisors sold out of Deutsche Strategic Income Trust (KST) in Q3 2014, closing a stake of 2,000 shares — an estimated $26K sold.

Optimum Investment Advisors first reported a position in KST in Q2 2014 and held it in 1 quarter. The position peaked at $26K in Q2 2014. 23 funds tracked by Wall St. Rank hold KST as of Q3 2014.

  • Optimum Investment Advisors reported no remaining Deutsche Strategic Income Trust position as of Q3 2014 after selling out during the quarter.
  • Optimum Investment Advisors sold 2,000 Deutsche Strategic Income Trust shares in Q3 2014, an estimated $26K.
  • Optimum Investment Advisors first reported a position in Deutsche Strategic Income Trust in Q2 2014 and held it in 1 quarter.
  • Optimum Investment Advisors's Deutsche Strategic Income Trust position peaked at $26K in Q2 2014.
  • 23 funds tracked by Wall St. Rank held Deutsche Strategic Income Trust as of Q3 2014.

Based on Optimum Investment Advisors's 13F filing for Q3 2014, filed 17 Nov 2014.