OIA
Y

Optimum Investment Advisors’s Alleghany Corp Y Stock Holding History

Optimum Investment Advisors’s Portfolio Y Stock Details Y Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-100
Closed -$40K – 787
2013
Q4 		$40K Hold
100
– – 0.02% 422
2013
Q3 		$41K Buy
+100
New +$39.9K 0.02% 396

Other funds holding Y

Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Optimum Investment Advisors sold out of Alleghany Corp (Y) in Q1 2014, closing a stake of 100 shares — an estimated $40K sold.

Optimum Investment Advisors first reported a position in Y in Q3 2013 and held it in 2 quarters. The position peaked at $41K in Q3 2013. 290 funds tracked by Wall St. Rank hold Y as of Q1 2014.

  • Optimum Investment Advisors reported no remaining Alleghany Corp position as of Q1 2014 after selling out during the quarter.
  • Optimum Investment Advisors sold 100 Alleghany Corp shares in Q1 2014, an estimated $40K.
  • Optimum Investment Advisors first reported a position in Alleghany Corp in Q3 2013 and held it in 2 quarters.
  • Optimum Investment Advisors's Alleghany Corp position peaked at $41K in Q3 2013.
  • 290 funds tracked by Wall St. Rank held Alleghany Corp as of Q1 2014.

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