Optimum Investment Advisors’s State Street SPDR FTSE International Government Inflation-Protected Bond ETF WIP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q1	–	Sell	-300	Closed	-$18K	–	780
2013 Q4	$18K	Hold	300	–	–	0.01%	538
2013 Q3	$18K	Buy	+300	New	+$17.5K	0.01%	517

Other funds holding WIP

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SONJCPFB

State of New Jersey Common Pension Fund B Trenton, New Jersey $21.4M AUM 3.38% 1-Year Est. Return

Cabot-Wellington Boston, Massachusetts $380M AUM 21.78% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

HSA

Hussman Strategic Advisors Ellicott City, Maryland $463M AUM 16% 1-Year Est. Return

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

Optimum Investment Advisors sold out of State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) in Q1 2014, closing a stake of 300 shares — an estimated $18K sold.

Optimum Investment Advisors first reported a position in WIP in Q3 2013 and held it in 2 quarters. The position peaked at $18K in Q4 2013. 106 funds tracked by Wall St. Rank hold WIP as of Q1 2014.

Optimum Investment Advisors reported no remaining State Street SPDR FTSE International Government Inflation-Protected Bond ETF position as of Q1 2014 after selling out during the quarter.
Optimum Investment Advisors sold 300 State Street SPDR FTSE International Government Inflation-Protected Bond ETF shares in Q1 2014, an estimated $18K.
Optimum Investment Advisors first reported a position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF in Q3 2013 and held it in 2 quarters.
Optimum Investment Advisors's State Street SPDR FTSE International Government Inflation-Protected Bond ETF position peaked at $18K in Q4 2013.
106 funds tracked by Wall St. Rank held State Street SPDR FTSE International Government Inflation-Protected Bond ETF as of Q1 2014.

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