OIA
LINE

Optimum Investment Advisors’s LINN ENERGY LLC COM UTS REP LTD LIABILITY CO INTS LINE Stock Holding History

Optimum Investment Advisors’s Portfolio LINE Stock Details LINE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		$85K Buy
7,682
+1,000
+15% +$11.4K 0.03% 409
2014
Q4 		$68K Buy
6,682
+4,500
+206% +$92.6K 0.02% 439
2014
Q3 		$51K Buy
2,182
+9
+0.4% +$280 0.02% 475
2014
Q2 		$70K Buy
+2,173
New +$63.7K 0.02% 417
2013
Q4 		– Sell
-100
Closed -$3K – 787
2013
Q3 		$3K Buy
+100
New +$2.59K ﹤0.01% 673

Other funds holding LINE

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Optimum Investment Advisors increased its LINN ENERGY LLC COM UTS REP LTD LIABILITY CO INTS (LINE) stake by 15% in Q1 2015, buying an estimated $11.4K and bringing the position to 7,682 shares worth $85K. The position accounts for 0.03% of the portfolio, ranked #409.

Optimum Investment Advisors first reported a position in LINE in Q3 2013 and has held it in 5 quarters since. 211 funds tracked by Wall St. Rank hold LINE as of Q1 2015.

  • Optimum Investment Advisors held 7,682 shares of LINN ENERGY LLC COM UTS REP LTD LIABILITY CO INTS worth $85K as of Q1 2015.
  • Optimum Investment Advisors bought 1,000 LINN ENERGY LLC COM UTS REP LTD LIABILITY CO INTS shares in Q1 2015, an estimated $11.4K.
  • LINN ENERGY LLC COM UTS REP LTD LIABILITY CO INTS made up 0.03% of Optimum Investment Advisors's portfolio in Q1 2015, its #409 holding.
  • Optimum Investment Advisors first reported a position in LINN ENERGY LLC COM UTS REP LTD LIABILITY CO INTS in Q3 2013 and has held it in 5 quarters since.
  • 211 funds tracked by Wall St. Rank held LINN ENERGY LLC COM UTS REP LTD LIABILITY CO INTS as of Q1 2015.

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