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Optimum Investment Advisors’s Live Ventures LIVE Stock Holding History

Optimum Investment Advisors’s Portfolio LIVE Stock Details LIVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-527
Closed -$9K – 1000
2014
Q3 		$9K Hold
527
– – ﹤0.01% 770
2014
Q2 		$14K Hold
527
– – ﹤0.01% 723
2014
Q1 		$22K Hold
527
– – 0.01% 501
2013
Q4 		$4K Hold
527
– – ﹤0.01% 684
2013
Q3 		$4K Buy
+527
New +$3.55K ﹤0.01% 650

Other funds holding LIVE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rotella Capital Management Bellevue, Washington $1.47M AUM 12.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AFM
Anson Funds Management Dallas, Texas $2.29B AUM 370.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Optimum Investment Advisors's LIVE Position: Q4 2014 in Review

Optimum Investment Advisors sold out of Live Ventures (LIVE) in Q4 2014, closing a stake of 527 shares — an estimated $9K sold.

Optimum Investment Advisors first reported a position in LIVE in Q3 2013 and held it in 5 quarters. The position peaked at $22K in Q1 2014. 22 funds tracked by Wall St. Rank hold LIVE as of Q4 2014.

  • Optimum Investment Advisors reported no remaining Live Ventures position as of Q4 2014 after selling out during the quarter.
  • Optimum Investment Advisors sold 527 Live Ventures shares in Q4 2014, an estimated $9K.
  • Optimum Investment Advisors first reported a position in Live Ventures in Q3 2013 and held it in 5 quarters.
  • Optimum Investment Advisors's Live Ventures position peaked at $22K in Q1 2014.
  • 22 funds tracked by Wall St. Rank held Live Ventures as of Q4 2014.

Based on Optimum Investment Advisors's 13F filing for Q4 2014, filed 12 Feb 2015.