OIA
SCS

Optimum Investment Advisors’s Steelcase SCS Stock Holding History

Optimum Investment Advisors’s Portfolio SCS Stock Details SCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-500
Closed -$7K – 995
2019
Q1 		$7K Buy
+500
New +$8.31K ﹤0.01% 861

Other funds holding SCS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Optimum Investment Advisors's SCS Position: Q2 2019 in Review

Optimum Investment Advisors sold out of Steelcase (SCS) in Q2 2019, closing a stake of 500 shares — an estimated $7K sold.

Optimum Investment Advisors first reported a position in SCS in Q1 2019 and held it in 1 quarter. The position peaked at $7K in Q1 2019. 212 funds tracked by Wall St. Rank hold SCS as of Q2 2019.

  • Optimum Investment Advisors reported no remaining Steelcase position as of Q2 2019 after selling out during the quarter.
  • Optimum Investment Advisors sold 500 Steelcase shares in Q2 2019, an estimated $7K.
  • Optimum Investment Advisors first reported a position in Steelcase in Q1 2019 and held it in 1 quarter.
  • Optimum Investment Advisors's Steelcase position peaked at $7K in Q1 2019.
  • 212 funds tracked by Wall St. Rank held Steelcase as of Q2 2019.

Based on Optimum Investment Advisors's 13F filing for Q2 2019, filed 29 Jul 2019.