OIA
SMHD

Optimum Investment Advisors’s ETRACS Monthly Pay 2xLeveraged US Small Cap High Dividend ETN SMHD Stock Holding History

Optimum Investment Advisors’s Portfolio SMHD Stock Details SMHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-500
Closed -$7K – 1045
2019
Q2 		$7K Hold
500
– – ﹤0.01% 828
2019
Q1 		$7K Hold
500
– – ﹤0.01% 867
2018
Q4 		$7K Hold
500
– – ﹤0.01% 821
2018
Q3 		$9K Hold
500
– – ﹤0.01% 868
2018
Q2 		$10K Hold
500
– – ﹤0.01% 850
2018
Q1 		$8K Buy
+500
New +$8.53K ﹤0.01% 852

Other funds holding SMHD

CC
Claybrook Capital Wellesley, Massachusetts $175M AUM 10.74% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Optimum Investment Advisors's SMHD Position: Q3 2019 in Review

Optimum Investment Advisors sold out of ETRACS Monthly Pay 2xLeveraged US Small Cap High Dividend ETN (SMHD) in Q3 2019, closing a stake of 500 shares — an estimated $7K sold.

Optimum Investment Advisors first reported a position in SMHD in Q1 2018 and held it in 6 quarters. The position peaked at $10K in Q2 2018. 3 funds tracked by Wall St. Rank hold SMHD as of Q3 2019.

  • Optimum Investment Advisors reported no remaining ETRACS Monthly Pay 2xLeveraged US Small Cap High Dividend ETN position as of Q3 2019 after selling out during the quarter.
  • Optimum Investment Advisors sold 500 ETRACS Monthly Pay 2xLeveraged US Small Cap High Dividend ETN shares in Q3 2019, an estimated $7K.
  • Optimum Investment Advisors first reported a position in ETRACS Monthly Pay 2xLeveraged US Small Cap High Dividend ETN in Q1 2018 and held it in 6 quarters.
  • Optimum Investment Advisors's ETRACS Monthly Pay 2xLeveraged US Small Cap High Dividend ETN position peaked at $10K in Q2 2018.
  • 3 funds tracked by Wall St. Rank held ETRACS Monthly Pay 2xLeveraged US Small Cap High Dividend ETN as of Q3 2019.

Based on Optimum Investment Advisors's 13F filing for Q3 2019, filed 17 Oct 2019.