OIA
WPS

Optimum Investment Advisors’s iShares International Developed Property ETF WPS Stock Holding History

Optimum Investment Advisors’s Portfolio WPS Stock Details WPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-129
Closed -$5K – 1025
2019
Q3 		$5K Buy
+129
New +$4.91K ﹤0.01% 891

Other funds holding WPS

TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
CL
CPWM LLC Seattle, Washington $1.06B AUM 14.49% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AHC
Adell Harriman & Carpenter Houston, Texas $1.64B AUM 36.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
SC
Schoolcraft Capital Boulder, Colorado $516M AUM 16.37% 1-Year Est. Return

Optimum Investment Advisors's WPS Position: Q4 2019 in Review

Optimum Investment Advisors sold out of iShares International Developed Property ETF (WPS) in Q4 2019, closing a stake of 129 shares — an estimated $5K sold.

Optimum Investment Advisors first reported a position in WPS in Q3 2019 and held it in 1 quarter. The position peaked at $5K in Q3 2019. 52 funds tracked by Wall St. Rank hold WPS as of Q4 2019.

  • Optimum Investment Advisors reported no remaining iShares International Developed Property ETF position as of Q4 2019 after selling out during the quarter.
  • Optimum Investment Advisors sold 129 iShares International Developed Property ETF shares in Q4 2019, an estimated $5K.
  • Optimum Investment Advisors first reported a position in iShares International Developed Property ETF in Q3 2019 and held it in 1 quarter.
  • Optimum Investment Advisors's iShares International Developed Property ETF position peaked at $5K in Q3 2019.
  • 52 funds tracked by Wall St. Rank held iShares International Developed Property ETF as of Q4 2019.

Based on Optimum Investment Advisors's 13F filing for Q4 2019, filed 22 Jan 2020.