OIA
SAFE

Optimum Investment Advisors’s Safehold Inc. SAFE Stock Holding History

Optimum Investment Advisors’s Portfolio SAFE Stock Details SAFE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-700
Closed -$21K – 1052
2019
Q3 		$21K Sell
700
-2,700
-79% -$82.2K 0.01% 679
2019
Q2 		$103K Buy
+3,400
New +$90.4K 0.03% 374

Other funds holding SAFE

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AC
Addison Capital Conshohocken, Pennsylvania $610M AUM 17.84% 1-Year Est. Return
OFCM
One Fin Capital Management San Francisco, California $280M AUM 49.87% 1-Year Est. Return

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

Optimum Investment Advisors sold out of Safehold Inc. (SAFE) in Q4 2019, closing a stake of 700 shares — an estimated $21K sold.

Optimum Investment Advisors first reported a position in SAFE in Q2 2019 and held it in 2 quarters. The position peaked at $103K in Q2 2019. 128 funds tracked by Wall St. Rank hold SAFE as of Q4 2019.

  • Optimum Investment Advisors reported no remaining Safehold Inc. position as of Q4 2019 after selling out during the quarter.
  • Optimum Investment Advisors sold 700 Safehold Inc. shares in Q4 2019, an estimated $21K.
  • Optimum Investment Advisors first reported a position in Safehold Inc. in Q2 2019 and held it in 2 quarters.
  • Optimum Investment Advisors's Safehold Inc. position peaked at $103K in Q2 2019.
  • 128 funds tracked by Wall St. Rank held Safehold Inc. as of Q4 2019.

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