OIA
WPRT

Optimum Investment Advisors’s Westport Fuel Systems WPRT Stock Holding History

Optimum Investment Advisors’s Portfolio WPRT Stock Details WPRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		$4K Hold
100
– – ﹤0.01% 906
2014
Q4 		$4K Hold
100
– – ﹤0.01% 932
2014
Q3 		$6K Sell
100
-195
-66% -$29.3K ﹤0.01% 825
2014
Q2 		$53K Buy
295
+100
+51% +$14.9K 0.02% 478
2014
Q1 		$28K Buy
195
+50
+34% +$8.63K 0.01% 460
2013
Q4 		$28K Buy
145
+110
+314% +$24.4K 0.01% 465
2013
Q3 		$8K Buy
+35
New +$10.2K ﹤0.01% 605

Other funds holding WPRT

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
TAM
Trillium Asset Management Boston, Massachusetts $3.01B AUM 19.96% 1-Year Est. Return
B
Baird Milwaukee, Wisconsin $9.78B AUM 11.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
EA
Ecofin Advisors London, United Kingdom $239M AUM 45.14% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Optimum Investment Advisors held its Westport Fuel Systems (WPRT) position steady in Q1 2015 at 100 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #906.

Optimum Investment Advisors first reported a position in WPRT in Q3 2013 and has held it in 7 quarters since. The position peaked at $53K in Q2 2014. 90 funds tracked by Wall St. Rank hold WPRT as of Q1 2015.

  • Optimum Investment Advisors held 100 shares of Westport Fuel Systems worth $4K as of Q1 2015.
  • Optimum Investment Advisors left its Westport Fuel Systems share count unchanged in Q1 2015.
  • Westport Fuel Systems made up ﹤0.01% of Optimum Investment Advisors's portfolio in Q1 2015, its #906 holding.
  • Optimum Investment Advisors first reported a position in Westport Fuel Systems in Q3 2013 and has held it in 7 quarters since.
  • Optimum Investment Advisors's Westport Fuel Systems position peaked at $53K in Q2 2014.
  • 90 funds tracked by Wall St. Rank held Westport Fuel Systems as of Q1 2015.

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