Optimum Investment Advisors’s Trupanion TRUP Stock Holding History

Optimum Investment Advisors’s Portfolio TRUP Stock Details TRUP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-200	Closed	-$7K	–	948
2019 Q4	$7K	Hold	200	–	–	﹤0.01%	820
2019 Q3	$5K	Hold	200	–	–	﹤0.01%	888
2019 Q2	$7K	Hold	200	–	–	﹤0.01%	827
2019 Q1	$7K	Hold	200	–	–	﹤0.01%	864
2018 Q4	$5K	Hold	200	–	–	﹤0.01%	856
2018 Q3	$7K	Hold	200	–	–	﹤0.01%	894
2018 Q2	$8K	Hold	200	–	–	﹤0.01%	881
2018 Q1	$6K	Buy	+200	New	+$6.41K	﹤0.01%	886

Other funds holding TRUP

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

NTCM

Nine Ten Capital Management Chicago, Illinois $315M AUM 62.95% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

RenaissanceRe Holdings Pembroke, Bermuda $406M AUM 2.74% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Optimum Investment Advisors's TRUP Position: Q1 2020 in Review

Optimum Investment Advisors sold out of Trupanion (TRUP) in Q1 2020, closing a stake of 200 shares — an estimated $7K sold.

Optimum Investment Advisors first reported a position in TRUP in Q1 2018 and held it in 8 quarters. The position peaked at $8K in Q2 2018. 147 funds tracked by Wall St. Rank hold TRUP as of Q1 2020.

Optimum Investment Advisors reported no remaining Trupanion position as of Q1 2020 after selling out during the quarter.
Optimum Investment Advisors sold 200 Trupanion shares in Q1 2020, an estimated $7K.
Optimum Investment Advisors first reported a position in Trupanion in Q1 2018 and held it in 8 quarters.
Optimum Investment Advisors's Trupanion position peaked at $8K in Q2 2018.
147 funds tracked by Wall St. Rank held Trupanion as of Q1 2020.

Based on Optimum Investment Advisors's 13F filing for Q1 2020, filed 21 Apr 2020.