OIA
WRN

Optimum Investment Advisors’s Western Copper and Gold WRN Stock Holding History

Optimum Investment Advisors’s Portfolio WRN Stock Details WRN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-2,500
Closed -$1K – 1026
2014
Q3 		$1K Hold
2,500
– – ﹤0.01% 910
2014
Q2 		$2K Hold
2,500
– – ﹤0.01% 898
2014
Q1 		$2K Hold
2,500
– – ﹤0.01% 722
2013
Q4 		$2K Hold
2,500
– – ﹤0.01% 729
2013
Q3 		$2K Buy
+2,500
New +$1.5K ﹤0.01% 692

Other funds holding WRN

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
AII
AGF Investments Inc Toronto, Ontario, Canada $10.6B AUM 4.37% 1-Year Est. Return
IGIM
I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PM
Penbrook Management New York $132M AUM 29.91% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Optimum Investment Advisors's WRN Position: Q4 2014 in Review

Optimum Investment Advisors sold out of Western Copper and Gold (WRN) in Q4 2014, closing a stake of 2,500 shares — an estimated $1K sold.

Optimum Investment Advisors first reported a position in WRN in Q3 2013 and held it in 5 quarters. The position peaked at $2K in Q2 2014. 18 funds tracked by Wall St. Rank hold WRN as of Q4 2014.

  • Optimum Investment Advisors reported no remaining Western Copper and Gold position as of Q4 2014 after selling out during the quarter.
  • Optimum Investment Advisors sold 2,500 Western Copper and Gold shares in Q4 2014, an estimated $1K.
  • Optimum Investment Advisors first reported a position in Western Copper and Gold in Q3 2013 and held it in 5 quarters.
  • Optimum Investment Advisors's Western Copper and Gold position peaked at $2K in Q2 2014.
  • 18 funds tracked by Wall St. Rank held Western Copper and Gold as of Q4 2014.

Based on Optimum Investment Advisors's 13F filing for Q4 2014, filed 12 Feb 2015.