Optimum Investment Advisors’s Zillow ZG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2015
Q1
$70K Buy
+2,100
New +$74.2K 0.02% 446
2014
Q3
Sell
-300
Closed -$14K 963
2014
Q2
$14K Buy
+300
New +$11K ﹤0.01% 727

Other funds holding ZG

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

Optimum Investment Advisors opened a new position in Zillow (ZG) in Q1 2015: 2,100 shares worth $70K. The stake represents 0.02% of the portfolio and ranks #446 among its holdings. This is a return to the name: Optimum Investment Advisors previously reported a position in ZG as recently as Q2 2014.

Optimum Investment Advisors first reported a position in ZG in Q2 2014 and has held it in 2 quarters since. 243 funds tracked by Wall St. Rank hold ZG as of Q1 2015.

  • Optimum Investment Advisors held 2,100 shares of Zillow worth $70K as of Q1 2015.
  • Zillow was a new Optimum Investment Advisors position in Q1 2015.
  • Zillow made up 0.02% of Optimum Investment Advisors's portfolio in Q1 2015, its #446 holding.
  • Optimum Investment Advisors first reported a position in Zillow in Q2 2014 and has held it in 2 quarters since.
  • 243 funds tracked by Wall St. Rank held Zillow as of Q1 2015.

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