OIA
NAB

Optimum Investment Advisors’s NATL AUSTRALIA BK LTD ADS5 NAB Stock Holding History

Optimum Investment Advisors’s Portfolio NAB Stock Details NAB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		$22K Hold
1,500
– – 0.01% 671
2014
Q4 		$21K Buy
1,500
+500
+50% +$7K 0.01% 707
2014
Q3 		$14K Buy
+1,000
New +$14K ﹤0.01% 717

Other funds holding NAB

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
MPM
Meritage Portfolio Management Overland Park, Kansas $1.51B AUM 26.61% 1-Year Est. Return
PIA
Philadelphia International Advisors Philadelphia, Pennsylvania $239M AUM 0.55% 1-Year Est. Return
WAM
World Asset Management Detroit, Michigan $1.01B AUM 42.4% 1-Year Est. Return
SIM
Sprucegrove Investment Management Toronto, Ontario, Canada $625M AUM 21.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
KS
Karpas Strategies Litchfield, Connecticut $319M AUM 14.42% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

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

Optimum Investment Advisors held its NATL AUSTRALIA BK LTD ADS5 (NAB) position steady in Q1 2015 at 1,500 shares worth $22K. The position accounts for 0.01% of the portfolio, ranked #671.

Optimum Investment Advisors first reported a position in NAB in Q3 2014 and has held it in 3 quarters since. 19 funds tracked by Wall St. Rank hold NAB as of Q1 2015.

  • Optimum Investment Advisors held 1,500 shares of NATL AUSTRALIA BK LTD ADS5 worth $22K as of Q1 2015.
  • Optimum Investment Advisors left its NATL AUSTRALIA BK LTD ADS5 share count unchanged in Q1 2015.
  • NATL AUSTRALIA BK LTD ADS5 made up 0.01% of Optimum Investment Advisors's portfolio in Q1 2015, its #671 holding.
  • Optimum Investment Advisors first reported a position in NATL AUSTRALIA BK LTD ADS5 in Q3 2014 and has held it in 3 quarters since.
  • 19 funds tracked by Wall St. Rank held NATL AUSTRALIA BK LTD ADS5 as of Q1 2015.

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