Optimum Investment Advisors’s LINNCO LLC COM SHS REPSTG LTD LIABILITY LNCO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	$17K	Hold	1,750	–	–	0.01%	730
2014 Q4	$18K	Sell	1,750 -6,225	-78%	-$120K	0.01%	749
2014 Q3	$231K	Buy	7,975 +800	+11%	+$24.2K	0.08%	232
2014 Q2	$225K	Hold	7,175	–	–	0.07%	243
2014 Q1	$194K	Buy	7,175 +100	+1%	+$3.04K	0.07%	227
2013 Q4	$218K	Sell	7,075 -500	-7%	-$15.3K	0.08%	207
2013 Q3	$221K	Buy	+7,575	New	+$220K	0.09%	193

Other funds holding LNCO

MUFG Americas New York $4.04B AUM 12.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return

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

Optimum Investment Advisors held its LINNCO LLC COM SHS REPSTG LTD LIABILITY (LNCO) position steady in Q1 2015 at 1,750 shares worth $17K. The position accounts for 0.01% of the portfolio, ranked #730.

Optimum Investment Advisors first reported a position in LNCO in Q3 2013 and has held it in 7 quarters since. The position peaked at $231K in Q3 2014. 152 funds tracked by Wall St. Rank hold LNCO as of Q1 2015.

Optimum Investment Advisors held 1,750 shares of LINNCO LLC COM SHS REPSTG LTD LIABILITY worth $17K as of Q1 2015.
Optimum Investment Advisors left its LINNCO LLC COM SHS REPSTG LTD LIABILITY share count unchanged in Q1 2015.
LINNCO LLC COM SHS REPSTG LTD LIABILITY made up 0.01% of Optimum Investment Advisors's portfolio in Q1 2015, its #730 holding.
Optimum Investment Advisors first reported a position in LINNCO LLC COM SHS REPSTG LTD LIABILITY in Q3 2013 and has held it in 7 quarters since.
Optimum Investment Advisors's LINNCO LLC COM SHS REPSTG LTD LIABILITY position peaked at $231K in Q3 2014.
152 funds tracked by Wall St. Rank held LINNCO LLC COM SHS REPSTG LTD LIABILITY as of Q1 2015.

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