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Optimum Investment Advisors’s ONE Gas OGS Stock Holding History

Optimum Investment Advisors’s Portfolio OGS Stock Details OGS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		$8K Hold
192
– – ﹤0.01% 825
2014
Q4 		$8K Hold
192
– – ﹤0.01% 867
2014
Q3 		$7K Hold
192
– – ﹤0.01% 805
2014
Q2 		$7K Sell
192
-33
-15% -$1.21K ﹤0.01% 819
2014
Q1 		$8K Buy
+225
New +$7.74K ﹤0.01% 630

Other funds holding OGS

American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
KAM
Keeley Asset Management Chicago, Illinois $2.35B AUM 26.92% 1-Year Est. Return

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

Optimum Investment Advisors held its ONE Gas (OGS) position steady in Q1 2015 at 192 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #825.

Optimum Investment Advisors first reported a position in OGS in Q1 2014 and has held it in 5 quarters since. 244 funds tracked by Wall St. Rank hold OGS as of Q1 2015.

  • Optimum Investment Advisors held 192 shares of ONE Gas worth $8K as of Q1 2015.
  • Optimum Investment Advisors left its ONE Gas share count unchanged in Q1 2015.
  • ONE Gas made up ﹤0.01% of Optimum Investment Advisors's portfolio in Q1 2015, its #825 holding.
  • Optimum Investment Advisors first reported a position in ONE Gas in Q1 2014 and has held it in 5 quarters since.
  • 244 funds tracked by Wall St. Rank held ONE Gas as of Q1 2015.

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