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Optimum Investment Advisors’s Yelp YELP Stock Holding History

Optimum Investment Advisors’s Portfolio YELP Stock Details YELP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		$6K Hold
125
– – ﹤0.01% 869
2014
Q4 		$7K Buy
125
+75
+150% +$4.43K ﹤0.01% 890
2014
Q3 		$3K Buy
+50
New +$3.73K ﹤0.01% 879

Other funds holding YELP

JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TCM
Tybourne Capital Management Hong Kong $30.9M AUM 20.1% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
JPCCM
J&P (China) Capital Management Hong Kong, China $586M AUM 82.64% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

Optimum Investment Advisors held its Yelp (YELP) position steady in Q1 2015 at 125 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #869.

Optimum Investment Advisors first reported a position in YELP in Q3 2014 and has held it in 3 quarters since. The position peaked at $7K in Q4 2014. 226 funds tracked by Wall St. Rank hold YELP as of Q1 2015.

  • Optimum Investment Advisors held 125 shares of Yelp worth $6K as of Q1 2015.
  • Optimum Investment Advisors left its Yelp share count unchanged in Q1 2015.
  • Yelp made up ﹤0.01% of Optimum Investment Advisors's portfolio in Q1 2015, its #869 holding.
  • Optimum Investment Advisors first reported a position in Yelp in Q3 2014 and has held it in 3 quarters since.
  • Optimum Investment Advisors's Yelp position peaked at $7K in Q4 2014.
  • 226 funds tracked by Wall St. Rank held Yelp as of Q1 2015.

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