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Optimum Investment Advisors’s Loews L Stock Holding History

Optimum Investment Advisors’s Portfolio L Stock Details L Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-2,500
Closed -$121K – 762
2013
Q4 		$121K Hold
2,500
– – 0.05% 275
2013
Q3 		$117K Buy
+2,500
New +$115K 0.05% 265

Other funds holding L

SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Optimum Investment Advisors's L Position: Q1 2014 in Review

Optimum Investment Advisors sold out of Loews (L) in Q1 2014, closing a stake of 2,500 shares — an estimated $121K sold.

Optimum Investment Advisors first reported a position in L in Q3 2013 and held it in 2 quarters. The position peaked at $121K in Q4 2013. 425 funds tracked by Wall St. Rank hold L as of Q1 2014.

  • Optimum Investment Advisors reported no remaining Loews position as of Q1 2014 after selling out during the quarter.
  • Optimum Investment Advisors sold 2,500 Loews shares in Q1 2014, an estimated $121K.
  • Optimum Investment Advisors first reported a position in Loews in Q3 2013 and held it in 2 quarters.
  • Optimum Investment Advisors's Loews position peaked at $121K in Q4 2013.
  • 425 funds tracked by Wall St. Rank held Loews as of Q1 2014.

Based on Optimum Investment Advisors's 13F filing for Q1 2014, filed 1 May 2014.