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Optimum Investment Advisors’s Pembina Pipeline PBA Stock Holding History

Optimum Investment Advisors’s Portfolio PBA Stock Details PBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-85
Closed -$3K – 762
2013
Q3 		$3K Buy
+85
New +$2.67K ﹤0.01% 665

Other funds holding PBA

1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $32.1B AUM 31.84% 1-Year Est. Return
GCC
Guardian Capital (Canada) Toronto, Ontario, Canada $3.78B AUM 33.04% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Optimum Investment Advisors's PBA Position: Q4 2013 in Review

Optimum Investment Advisors sold out of Pembina Pipeline (PBA) in Q4 2013, closing a stake of 85 shares — an estimated $3K sold.

Optimum Investment Advisors first reported a position in PBA in Q3 2013 and held it in 1 quarter. The position peaked at $3K in Q3 2013. 211 funds tracked by Wall St. Rank hold PBA as of Q4 2013.

  • Optimum Investment Advisors reported no remaining Pembina Pipeline position as of Q4 2013 after selling out during the quarter.
  • Optimum Investment Advisors sold 85 Pembina Pipeline shares in Q4 2013, an estimated $3K.
  • Optimum Investment Advisors first reported a position in Pembina Pipeline in Q3 2013 and held it in 1 quarter.
  • Optimum Investment Advisors's Pembina Pipeline position peaked at $3K in Q3 2013.
  • 211 funds tracked by Wall St. Rank held Pembina Pipeline as of Q4 2013.

Based on Optimum Investment Advisors's 13F filing for Q4 2013, filed 10 Feb 2014.