OIA
STJ

Optimum Investment Advisors’s St Jude Medical STJ Stock Holding History

Optimum Investment Advisors’s Portfolio STJ Stock Details STJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-2,790
Closed -$224K – 297
2016
Q4 		$224K Hold
2,790
– – 0.08% 251
2016
Q3 		$223K Hold
2,790
– – 0.08% 255
2016
Q2 		$218K Buy
+2,790
New +$199K 0.08% 249
2015
Q4 		– Sell
-3,200
Closed -$202K – 296
2015
Q3 		$202K Buy
+3,200
New +$228K 0.08% 254
2015
Q1 		$209K Hold
3,200
– – 0.07% 277
2014
Q4 		$208K Hold
3,200
– – 0.07% 260
2014
Q3 		$192K Hold
3,200
– – 0.06% 264
2014
Q2 		$222K Hold
3,200
– – 0.07% 245
2014
Q1 		$209K Hold
3,200
– – 0.08% 218
2013
Q4 		$198K Hold
3,200
– – 0.07% 221
2013
Q3 		$172K Buy
+3,200
New +$165K 0.07% 223

Other funds holding STJ

FPF
FNY Partners Fund New York $185M AUM 32.57% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AIM
Advantage Investment Management Cedar Rapids, Iowa $128M AUM 0.94% 1-Year Est. Return

Optimum Investment Advisors's STJ Position: Q1 2017 in Review

Optimum Investment Advisors sold out of St Jude Medical (STJ) in Q1 2017, closing a stake of 2,790 shares — an estimated $224K sold.

Optimum Investment Advisors first reported a position in STJ in Q3 2013 and held it in 11 quarters. The position peaked at $224K in Q4 2016. 4 funds tracked by Wall St. Rank hold STJ as of Q1 2017.

  • Optimum Investment Advisors reported no remaining St Jude Medical position as of Q1 2017 after selling out during the quarter.
  • Optimum Investment Advisors sold 2,790 St Jude Medical shares in Q1 2017, an estimated $224K.
  • Optimum Investment Advisors first reported a position in St Jude Medical in Q3 2013 and held it in 11 quarters.
  • Optimum Investment Advisors's St Jude Medical position peaked at $224K in Q4 2016.
  • 4 funds tracked by Wall St. Rank held St Jude Medical as of Q1 2017.

Based on Optimum Investment Advisors's 13F filing for Q1 2017, filed 15 May 2017.