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Optimum Investment Advisors’s Douglas Dynamics PLOW Stock Holding History

Optimum Investment Advisors’s Portfolio PLOW Stock Details PLOW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		$25K Buy
2,000
+1,000
+100% +$21.6K 0.01% 643
2014
Q4 		$21K Buy
+1,000
New +$21.5K 0.01% 701

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RCM
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GIM
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Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

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

Optimum Investment Advisors increased its Douglas Dynamics (PLOW) stake by 100% in Q1 2015, buying an estimated $21.6K and bringing the position to 2,000 shares worth $25K. The position accounts for 0.01% of the portfolio, ranked #643.

Optimum Investment Advisors first reported a position in PLOW in Q4 2014 and has held it in 2 quarters since. 135 funds tracked by Wall St. Rank hold PLOW as of Q1 2015.

  • Optimum Investment Advisors held 2,000 shares of Douglas Dynamics worth $25K as of Q1 2015.
  • Optimum Investment Advisors bought 1,000 Douglas Dynamics shares in Q1 2015, an estimated $21.6K.
  • Douglas Dynamics made up 0.01% of Optimum Investment Advisors's portfolio in Q1 2015, its #643 holding.
  • Optimum Investment Advisors first reported a position in Douglas Dynamics in Q4 2014 and has held it in 2 quarters since.
  • 135 funds tracked by Wall St. Rank held Douglas Dynamics as of Q1 2015.

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