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Optimum Investment Advisors’s Piper Sandler PIPR Stock Holding History

Optimum Investment Advisors’s Portfolio PIPR Stock Details PIPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		$16K Hold
1,252
– – 0.01% 735
2014
Q4 		$18K Hold
1,252
– – 0.01% 745
2014
Q3 		$16K Hold
1,252
– – 0.01% 686
2014
Q2 		$16K Hold
1,252
– – 0.01% 701
2014
Q1 		$14K Hold
1,252
– – 0.01% 561
2013
Q4 		$12K Hold
1,252
– – ﹤0.01% 590
2013
Q3 		$11K Buy
+1,252
New +$10.5K ﹤0.01% 575

Other funds holding PIPR

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Optimum Investment Advisors held its Piper Sandler (PIPR) position steady in Q1 2015 at 1,252 shares worth $16K. The position accounts for 0.01% of the portfolio, ranked #735.

Optimum Investment Advisors first reported a position in PIPR in Q3 2013 and has held it in 7 quarters since. The position peaked at $18K in Q4 2014. 193 funds tracked by Wall St. Rank hold PIPR as of Q1 2015.

  • Optimum Investment Advisors held 1,252 shares of Piper Sandler worth $16K as of Q1 2015.
  • Optimum Investment Advisors left its Piper Sandler share count unchanged in Q1 2015.
  • Piper Sandler made up 0.01% of Optimum Investment Advisors's portfolio in Q1 2015, its #735 holding.
  • Optimum Investment Advisors first reported a position in Piper Sandler in Q3 2013 and has held it in 7 quarters since.
  • Optimum Investment Advisors's Piper Sandler position peaked at $18K in Q4 2014.
  • 193 funds tracked by Wall St. Rank held Piper Sandler as of Q1 2015.

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