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Optimum Investment Advisors’s Timken Company TKR Stock Holding History

Optimum Investment Advisors’s Portfolio TKR Stock Details TKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		$53K Sell
1,250
-600
-32% -$24.9K 0.02% 498
2014
Q4 		$79K Buy
1,850
+700
+61% +$29.4K 0.03% 409
2014
Q3 		$49K Sell
1,150
-457
-28% -$21K 0.02% 480
2014
Q2 		$78K Buy
1,607
+908
+130% +$41.1K 0.03% 387
2014
Q1 		$29K Hold
699
– – 0.01% 454
2013
Q4 		$28K Hold
699
– – 0.01% 464
2013
Q3 		$30K Buy
+699
New +$29.9K 0.01% 440

Other funds holding TKR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $743M AUM 34.03% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $291M AUM 49.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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 $3.37T AUM 44.26% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
PIM
Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return

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

Optimum Investment Advisors reduced its Timken Company (TKR) stake by 32% in Q1 2015, selling an estimated $24.9K and leaving 1,250 shares worth $53K. The position accounts for 0.02% of the portfolio, ranked #498.

Optimum Investment Advisors first reported a position in TKR in Q3 2013 and has held it in 7 quarters since. The position peaked at $79K in Q4 2014. 298 funds tracked by Wall St. Rank hold TKR as of Q1 2015.

  • Optimum Investment Advisors held 1,250 shares of Timken Company worth $53K as of Q1 2015.
  • Optimum Investment Advisors sold 600 Timken Company shares in Q1 2015, an estimated $24.9K.
  • Timken Company made up 0.02% of Optimum Investment Advisors's portfolio in Q1 2015, its #498 holding.
  • Optimum Investment Advisors first reported a position in Timken Company in Q3 2013 and has held it in 7 quarters since.
  • Optimum Investment Advisors's Timken Company position peaked at $79K in Q4 2014.
  • 298 funds tracked by Wall St. Rank held Timken Company as of Q1 2015.

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