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Optimum Investment Advisors’s Tidewater TDW Stock Holding History

Optimum Investment Advisors’s Portfolio TDW Stock Details TDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-19
Closed -$36K – 778
2013
Q4 		$36K Hold
19
– – 0.01% 440
2013
Q3 		$36K Buy
+19
New +$35.4K 0.01% 413

Other funds holding TDW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
SIM
Sprucegrove Investment Management Toronto, Ontario, Canada $625M AUM 21.08% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Optimum Investment Advisors's TDW Position: Q1 2014 in Review

Optimum Investment Advisors sold out of Tidewater (TDW) in Q1 2014, closing a stake of 19 shares — an estimated $36K sold.

Optimum Investment Advisors first reported a position in TDW in Q3 2013 and held it in 2 quarters. The position peaked at $36K in Q4 2013. 252 funds tracked by Wall St. Rank hold TDW as of Q1 2014.

  • Optimum Investment Advisors reported no remaining Tidewater position as of Q1 2014 after selling out during the quarter.
  • Optimum Investment Advisors sold 19 Tidewater shares in Q1 2014, an estimated $36K.
  • Optimum Investment Advisors first reported a position in Tidewater in Q3 2013 and held it in 2 quarters.
  • Optimum Investment Advisors's Tidewater position peaked at $36K in Q4 2013.
  • 252 funds tracked by Wall St. Rank held Tidewater as of Q1 2014.

Based on Optimum Investment Advisors's 13F filing for Q1 2014, filed 1 May 2014.