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Optimum Investment Advisors’s Uranium Energy UEC Stock Holding History

Optimum Investment Advisors’s Portfolio UEC Stock Details UEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-2,500
Closed -$4K – 959
2014
Q2 		$4K Hold
2,500
– – ﹤0.01% 859
2014
Q1 		$3K Hold
2,500
– – ﹤0.01% 703
2013
Q4 		$5K Hold
2,500
– – ﹤0.01% 670
2013
Q3 		$6K Buy
+2,500
New +$5.74K ﹤0.01% 624

Other funds holding UEC

GXMC
Global X Management Company New York $5.62B AUM 10.7% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CC
CQS Cayman Camana Bay, Grand Cayman, Cayman Islands $2.26B AUM 1.31% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return

Optimum Investment Advisors's UEC Position: Q3 2014 in Review

Optimum Investment Advisors sold out of Uranium Energy (UEC) in Q3 2014, closing a stake of 2,500 shares — an estimated $4K sold.

Optimum Investment Advisors first reported a position in UEC in Q3 2013 and held it in 4 quarters. The position peaked at $6K in Q3 2013. 71 funds tracked by Wall St. Rank hold UEC as of Q3 2014.

  • Optimum Investment Advisors reported no remaining Uranium Energy position as of Q3 2014 after selling out during the quarter.
  • Optimum Investment Advisors sold 2,500 Uranium Energy shares in Q3 2014, an estimated $4K.
  • Optimum Investment Advisors first reported a position in Uranium Energy in Q3 2013 and held it in 4 quarters.
  • Optimum Investment Advisors's Uranium Energy position peaked at $6K in Q3 2013.
  • 71 funds tracked by Wall St. Rank held Uranium Energy as of Q3 2014.

Based on Optimum Investment Advisors's 13F filing for Q3 2014, filed 17 Nov 2014.