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Optimum Investment Advisors’s Power Integrations POWI Stock Holding History

Optimum Investment Advisors’s Portfolio POWI Stock Details POWI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		$52K Buy
2,018
+4
+0.2% +$108 0.02% 505
2014
Q4 		$52K Buy
2,014
+4
+0.2% +$102 0.02% 493
2014
Q3 		$52K Buy
2,010
+4
+0.2% +$113 0.02% 470
2014
Q2 		$58K Buy
+2,006
New +$56.1K 0.02% 449

Other funds holding POWI

Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
ACM
Apex Capital Management Dayton, Ohio $4.54B AUM 1.74% 1-Year Est. Return

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

Optimum Investment Advisors increased its Power Integrations (POWI) stake by 0.2% in Q1 2015, buying an estimated $108 and bringing the position to 2,018 shares worth $52K. The position accounts for 0.02% of the portfolio, ranked #505.

Optimum Investment Advisors first reported a position in POWI in Q2 2014 and has held it in 4 quarters since. The position peaked at $58K in Q2 2014. 186 funds tracked by Wall St. Rank hold POWI as of Q1 2015.

  • Optimum Investment Advisors held 2,018 shares of Power Integrations worth $52K as of Q1 2015.
  • Optimum Investment Advisors bought 4 Power Integrations shares in Q1 2015, an estimated $108.
  • Power Integrations made up 0.02% of Optimum Investment Advisors's portfolio in Q1 2015, its #505 holding.
  • Optimum Investment Advisors first reported a position in Power Integrations in Q2 2014 and has held it in 4 quarters since.
  • Optimum Investment Advisors's Power Integrations position peaked at $58K in Q2 2014.
  • 186 funds tracked by Wall St. Rank held Power Integrations as of Q1 2015.

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