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Optimum Investment Advisors’s State Street SPDR S&P Transportation ETF XTN Stock Holding History

Optimum Investment Advisors’s Portfolio XTN Stock Details XTN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		$27K Hold
500
– – 0.01% 630
2014
Q4 		$27K Buy
+500
New +$24.9K 0.01% 646

Other funds holding XTN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HCM
Hollencrest Capital Management Newport Beach, California $2.7B AUM 23.62% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SCM
Summit Capital Management Seattle, Washington $221M AUM 4.14% 1-Year Est. Return
PWAG
Polaris Wealth Advisory Group San Rafael, California $1.31B AUM 17.95% 1-Year Est. Return

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

Optimum Investment Advisors held its State Street SPDR S&P Transportation ETF (XTN) position steady in Q1 2015 at 500 shares worth $27K. The position accounts for 0.01% of the portfolio, ranked #630.

Optimum Investment Advisors first reported a position in XTN in Q4 2014 and has held it in 2 quarters since. 81 funds tracked by Wall St. Rank hold XTN as of Q1 2015.

  • Optimum Investment Advisors held 500 shares of State Street SPDR S&P Transportation ETF worth $27K as of Q1 2015.
  • Optimum Investment Advisors left its State Street SPDR S&P Transportation ETF share count unchanged in Q1 2015.
  • State Street SPDR S&P Transportation ETF made up 0.01% of Optimum Investment Advisors's portfolio in Q1 2015, its #630 holding.
  • Optimum Investment Advisors first reported a position in State Street SPDR S&P Transportation ETF in Q4 2014 and has held it in 2 quarters since.
  • 81 funds tracked by Wall St. Rank held State Street SPDR S&P Transportation ETF as of Q1 2015.

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