OIA
STR

Optimum Investment Advisors’s QUESTAR CORP STR Stock Holding History

Optimum Investment Advisors’s Portfolio STR Stock Details STR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		$2K Hold
100
– – ﹤0.01% 945
2014
Q4 		$3K Hold
100
– – ﹤0.01% 951
2014
Q3 		$2K Hold
100
– – ﹤0.01% 897
2014
Q2 		$2K Hold
100
– – ﹤0.01% 904
2014
Q1 		$2K Hold
100
– – ﹤0.01% 726
2013
Q4 		$2K Hold
100
– – ﹤0.01% 734
2013
Q3 		$2K Buy
+100
New +$2.31K ﹤0.01% 698

Other funds holding STR

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
RIM
RS Investment Management San Francisco, California $9.73B AUM 3.24% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Optimum Investment Advisors's STR Position: Q1 2015 in Review

Optimum Investment Advisors held its QUESTAR CORP (STR) position steady in Q1 2015 at 100 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #945.

Optimum Investment Advisors first reported a position in STR in Q3 2013 and has held it in 7 quarters since. The position peaked at $3K in Q4 2014. 312 funds tracked by Wall St. Rank hold STR as of Q1 2015.

  • Optimum Investment Advisors held 100 shares of QUESTAR CORP worth $2K as of Q1 2015.
  • Optimum Investment Advisors left its QUESTAR CORP share count unchanged in Q1 2015.
  • QUESTAR CORP made up ﹤0.01% of Optimum Investment Advisors's portfolio in Q1 2015, its #945 holding.
  • Optimum Investment Advisors first reported a position in QUESTAR CORP in Q3 2013 and has held it in 7 quarters since.
  • Optimum Investment Advisors's QUESTAR CORP position peaked at $3K in Q4 2014.
  • 312 funds tracked by Wall St. Rank held QUESTAR CORP as of Q1 2015.

Based on Optimum Investment Advisors's 13F filing for Q1 2015, filed 18 May 2015.