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Optimum Investment Advisors’s Ralph Lauren RL Stock Holding History

Optimum Investment Advisors’s Portfolio RL Stock Details RL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		$16K Hold
125
– – 0.01% 737
2014
Q4 		$23K Hold
125
– – 0.01% 680
2014
Q3 		$22K Hold
125
– – 0.01% 625
2014
Q2 		$20K Buy
+125
New +$19.3K 0.01% 657

Other funds holding RL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
HMP
HS Management Partners New York $291M AUM 2.11% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

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

Optimum Investment Advisors held its Ralph Lauren (RL) position steady in Q1 2015 at 125 shares worth $16K. The position accounts for 0.01% of the portfolio, ranked #737.

Optimum Investment Advisors first reported a position in RL in Q2 2014 and has held it in 4 quarters since. The position peaked at $23K in Q4 2014. 386 funds tracked by Wall St. Rank hold RL as of Q1 2015.

  • Optimum Investment Advisors held 125 shares of Ralph Lauren worth $16K as of Q1 2015.
  • Optimum Investment Advisors left its Ralph Lauren share count unchanged in Q1 2015.
  • Ralph Lauren made up 0.01% of Optimum Investment Advisors's portfolio in Q1 2015, its #737 holding.
  • Optimum Investment Advisors first reported a position in Ralph Lauren in Q2 2014 and has held it in 4 quarters since.
  • Optimum Investment Advisors's Ralph Lauren position peaked at $23K in Q4 2014.
  • 386 funds tracked by Wall St. Rank held Ralph Lauren as of Q1 2015.

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