OIA
MLKN icon

Optimum Investment Advisors’s MillerKnoll MLKN Stock Holding History

Optimum Investment Advisors’s Portfolio MLKN Stock Details MLKN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-800
Closed -$24K – 948
2014
Q2 		$24K Hold
800
– – 0.01% 627
2014
Q1 		$26K Hold
800
– – 0.01% 472
2013
Q4 		$24K Hold
800
– – 0.01% 485
2013
Q3 		$23K Buy
+800
New +$22.2K 0.01% 471

Other funds holding MLKN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
VFA
Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Optimum Investment Advisors's MLKN Position: Q3 2014 in Review

Optimum Investment Advisors sold out of MillerKnoll (MLKN) in Q3 2014, closing a stake of 800 shares — an estimated $24K sold.

Optimum Investment Advisors first reported a position in MLKN in Q3 2013 and held it in 4 quarters. The position peaked at $26K in Q1 2014. 187 funds tracked by Wall St. Rank hold MLKN as of Q3 2014.

  • Optimum Investment Advisors reported no remaining MillerKnoll position as of Q3 2014 after selling out during the quarter.
  • Optimum Investment Advisors sold 800 MillerKnoll shares in Q3 2014, an estimated $24K.
  • Optimum Investment Advisors first reported a position in MillerKnoll in Q3 2013 and held it in 4 quarters.
  • Optimum Investment Advisors's MillerKnoll position peaked at $26K in Q1 2014.
  • 187 funds tracked by Wall St. Rank held MillerKnoll as of Q3 2014.

Based on Optimum Investment Advisors's 13F filing for Q3 2014, filed 17 Nov 2014.