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Optimum Investment Advisors’s Rush Enterprises Class A RUSHA Stock Holding History

Optimum Investment Advisors’s Portfolio RUSHA Stock Details RUSHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-2,700
Closed -$46K – 1005
2019
Q3 		$46K Hold
2,700
– – 0.01% 533
2019
Q2 		$44K Hold
2,700
– – 0.01% 529
2019
Q1 		$50K Buy
+2,700
New +$47.8K 0.02% 505

Other funds holding RUSHA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Optimum Investment Advisors's RUSHA Position: Q4 2019 in Review

Optimum Investment Advisors sold out of Rush Enterprises Class A (RUSHA) in Q4 2019, closing a stake of 2,700 shares — an estimated $46K sold.

Optimum Investment Advisors first reported a position in RUSHA in Q1 2019 and held it in 3 quarters. The position peaked at $50K in Q1 2019. 175 funds tracked by Wall St. Rank hold RUSHA as of Q4 2019.

  • Optimum Investment Advisors reported no remaining Rush Enterprises Class A position as of Q4 2019 after selling out during the quarter.
  • Optimum Investment Advisors sold 2,700 Rush Enterprises Class A shares in Q4 2019, an estimated $46K.
  • Optimum Investment Advisors first reported a position in Rush Enterprises Class A in Q1 2019 and held it in 3 quarters.
  • Optimum Investment Advisors's Rush Enterprises Class A position peaked at $50K in Q1 2019.
  • 175 funds tracked by Wall St. Rank held Rush Enterprises Class A as of Q4 2019.

Based on Optimum Investment Advisors's 13F filing for Q4 2019, filed 22 Jan 2020.