OIA
SBH icon

Optimum Investment Advisors’s Sally Beauty Holdings SBH Stock Holding History

Optimum Investment Advisors’s Portfolio SBH Stock Details SBH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-1,200
Closed -$33K – 929
2014
Q1 		$33K Hold
1,200
– – 0.01% 441
2013
Q4 		$36K Hold
1,200
– – 0.01% 439
2013
Q3 		$31K Buy
+1,200
New +$33.6K 0.01% 436

Other funds holding SBH

JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
MG
Meritage Group San Francisco, California $2.65B AUM 6.3% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

Optimum Investment Advisors's SBH Position: Q2 2014 in Review

Optimum Investment Advisors sold out of Sally Beauty Holdings (SBH) in Q2 2014, closing a stake of 1,200 shares — an estimated $33K sold.

Optimum Investment Advisors first reported a position in SBH in Q3 2013 and held it in 3 quarters. The position peaked at $36K in Q4 2013. 208 funds tracked by Wall St. Rank hold SBH as of Q2 2014.

  • Optimum Investment Advisors reported no remaining Sally Beauty Holdings position as of Q2 2014 after selling out during the quarter.
  • Optimum Investment Advisors sold 1,200 Sally Beauty Holdings shares in Q2 2014, an estimated $33K.
  • Optimum Investment Advisors first reported a position in Sally Beauty Holdings in Q3 2013 and held it in 3 quarters.
  • Optimum Investment Advisors's Sally Beauty Holdings position peaked at $36K in Q4 2013.
  • 208 funds tracked by Wall St. Rank held Sally Beauty Holdings as of Q2 2014.

Based on Optimum Investment Advisors's 13F filing for Q2 2014, filed 3 Sep 2014.