OIA
MER.PRF

Optimum Investment Advisors’s MERRILL PF CP TST V 7.28%TOPRS MER.PRF Stock Holding History

Optimum Investment Advisors’s Portfolio MER.PRF Stock Details MER.PRF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		$26K Hold
1,000
– – 0.01% 640
2014
Q4 		$26K Hold
1,000
– – 0.01% 662
2014
Q3 		$26K Buy
+1,000
New +$25.9K 0.01% 603

Other funds holding MER.PRF

Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
SAM
Selway Asset Management $242M AUM 7.7% 1-Year Est. Return
RAM
Roanoke Asset Management Jersey City, New Jersey $292M AUM 6.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BCA
Benchmark Capital Advisors New York $101M AUM 0.8% 1-Year Est. Return
CCS
Crosspoint Capital Strategies Orinda, California $50.4M AUM 15.37% 1-Year Est. Return
TCOV
Trust Company of Vermont Brattleboro, Vermont $2.68B AUM
HCM
Highlander Capital Management Short Hills, New Jersey $292M AUM 22.24% 1-Year Est. Return
RFA
Reilly Financial Advisors La Mesa, California $1.35B AUM 22.65% 1-Year Est. Return
HDIM
Hanson & Doremus Investment Management Burlington, Vermont $983M AUM 34.23% 1-Year Est. Return

Optimum Investment Advisors's MER.PRF Position: Q1 2015 in Review

Optimum Investment Advisors held its MERRILL PF CP TST V 7.28%TOPRS (MER.PRF) position steady in Q1 2015 at 1,000 shares worth $26K. The position accounts for 0.01% of the portfolio, ranked #640.

Optimum Investment Advisors first reported a position in MER.PRF in Q3 2014 and has held it in 3 quarters since. 16 funds tracked by Wall St. Rank hold MER.PRF as of Q1 2015.

  • Optimum Investment Advisors held 1,000 shares of MERRILL PF CP TST V 7.28%TOPRS worth $26K as of Q1 2015.
  • Optimum Investment Advisors left its MERRILL PF CP TST V 7.28%TOPRS share count unchanged in Q1 2015.
  • MERRILL PF CP TST V 7.28%TOPRS made up 0.01% of Optimum Investment Advisors's portfolio in Q1 2015, its #640 holding.
  • Optimum Investment Advisors first reported a position in MERRILL PF CP TST V 7.28%TOPRS in Q3 2014 and has held it in 3 quarters since.
  • 16 funds tracked by Wall St. Rank held MERRILL PF CP TST V 7.28%TOPRS as of Q1 2015.

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