OIA
LOCO icon

Optimum Investment Advisors’s El Pollo Loco LOCO Stock Holding History

Optimum Investment Advisors’s Portfolio LOCO Stock Details LOCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		$44K Buy
1,725
+1,000
+138% +$24.9K 0.01% 533
2014
Q4 		$14K Hold
725
– – ﹤0.01% 794
2014
Q3 		$26K Buy
+725
New +$25.1K 0.01% 597

Other funds holding LOCO

TFM
Trimaran Fund Management New York $303M AUM 19.55% 1-Year Est. Return
NI
Numeric Investors Boston, Massachusetts $13.7B AUM 28.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
WSA
Wall Street Associates Lajolla, California $151M AUM 30.3% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CCI
Columbus Circle Investors $2.28B AUM 135.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

Optimum Investment Advisors increased its El Pollo Loco (LOCO) stake by 138% in Q1 2015, buying an estimated $24.9K and bringing the position to 1,725 shares worth $44K. The position accounts for 0.01% of the portfolio, ranked #533.

Optimum Investment Advisors first reported a position in LOCO in Q3 2014 and has held it in 3 quarters since. 112 funds tracked by Wall St. Rank hold LOCO as of Q1 2015.

  • Optimum Investment Advisors held 1,725 shares of El Pollo Loco worth $44K as of Q1 2015.
  • Optimum Investment Advisors bought 1,000 El Pollo Loco shares in Q1 2015, an estimated $24.9K.
  • El Pollo Loco made up 0.01% of Optimum Investment Advisors's portfolio in Q1 2015, its #533 holding.
  • Optimum Investment Advisors first reported a position in El Pollo Loco in Q3 2014 and has held it in 3 quarters since.
  • 112 funds tracked by Wall St. Rank held El Pollo Loco as of Q1 2015.

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