OIA
TDF

Optimum Investment Advisors’s Templeton Dragon Fund TDF Stock Holding History

Optimum Investment Advisors’s Portfolio TDF Stock Details TDF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		$65K Buy
+2,600
New +$62.3K 0.02% 455

Other funds holding TDF

COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
HCM
Hollencrest Capital Management Newport Beach, California $2.7B AUM 23.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ZA
Zweig Advisers Hartford, Connecticut $586M AUM 1.34% 1-Year Est. Return
NSAM
North Star Asset Management Neenah, Wisconsin $2.31B AUM 10.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WAM
Weiss Asset Management Boston, Massachusetts $5.91B AUM 42.42% 1-Year Est. Return

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

Optimum Investment Advisors opened a new position in Templeton Dragon Fund (TDF) in Q1 2015: 2,600 shares worth $65K. The stake represents 0.02% of the portfolio and ranks #455 among its holdings.

63 funds tracked by Wall St. Rank hold TDF as of Q1 2015.

  • Optimum Investment Advisors held 2,600 shares of Templeton Dragon Fund worth $65K as of Q1 2015.
  • Templeton Dragon Fund was a new Optimum Investment Advisors position in Q1 2015.
  • Templeton Dragon Fund made up 0.02% of Optimum Investment Advisors's portfolio in Q1 2015, its #455 holding.
  • 63 funds tracked by Wall St. Rank held Templeton Dragon Fund as of Q1 2015.

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