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Optimum Investment Advisors’s CVR Partners UAN Stock Holding History

Optimum Investment Advisors’s Portfolio UAN Stock Details UAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		$13K Hold
100
– – ﹤0.01% 772
2014
Q4 		$10K Hold
100
– – ﹤0.01% 841
2014
Q3 		$12K Hold
100
– – ﹤0.01% 739
2014
Q2 		$19K Buy
+100
New +$19.8K 0.01% 673

Other funds holding UAN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIM
Strategic Income Management Seattle, Washington $52.1M AUM 18.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
TFMS
Trust & Fiduciary Management Services Boston, Massachusetts $126M AUM 9.97% 1-Year Est. Return
CF
CNA Financial Chicago, Illinois $235M AUM 3.39% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
AIA
Arrow Investment Advisors Laurel, Maryland $93.9M AUM 10.95% 1-Year Est. Return

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

Optimum Investment Advisors held its CVR Partners (UAN) position steady in Q1 2015 at 100 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #772.

Optimum Investment Advisors first reported a position in UAN in Q2 2014 and has held it in 4 quarters since. The position peaked at $19K in Q2 2014. 75 funds tracked by Wall St. Rank hold UAN as of Q1 2015.

  • Optimum Investment Advisors held 100 shares of CVR Partners worth $13K as of Q1 2015.
  • Optimum Investment Advisors left its CVR Partners share count unchanged in Q1 2015.
  • CVR Partners made up ﹤0.01% of Optimum Investment Advisors's portfolio in Q1 2015, its #772 holding.
  • Optimum Investment Advisors first reported a position in CVR Partners in Q2 2014 and has held it in 4 quarters since.
  • Optimum Investment Advisors's CVR Partners position peaked at $19K in Q2 2014.
  • 75 funds tracked by Wall St. Rank held CVR Partners as of Q1 2015.

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