$266 Million is the total value of OPTIMUM INVESTMENT ADVISORS's 754 reported holdings in Q1 2014. The portfolio turnover from Q4 2013 to Q1 2014 was 48.6% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Buy | APPLE INC | $6,136,000 | -1.9% | 11,432 | +2.5% | 2.30% | -2.1% |
| PHB | Buy | POWERSHARES GLOBAL ETF TRUSTfdm hg yld rafi | $4,783,000 | +3.0% | 246,277 | +1.7% | 1.80% | +2.8% |
| CVX | Buy | CHEVRON CORP NEW | $3,339,000 | -2.9% | 28,084 | +2.0% | 1.25% | -3.1% |
| INTC | Buy | INTEL CORP | $2,815,000 | +7.4% | 109,057 | +8.0% | 1.06% | +7.3% |
| EPD | Buy | ENTERPRISE PRODS PARTNERS L | $2,697,000 | +11.3% | 38,885 | +6.4% | 1.01% | +11.1% |
| MA | Buy | MASTERCARD INCcl a | $2,697,000 | -17.5% | 36,107 | +822.5% | 1.01% | -17.6% |
| BKLN | Buy | POWERSHARES ETF TRUST IIsenior ln port | $2,620,000 | +16.9% | 105,586 | +17.2% | 0.98% | +16.7% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $2,060,000 | +9.3% | 25,128 | +0.4% | 0.77% | +9.2% |
| F | Buy | FORD MTR CO DEL | $1,923,000 | +12.8% | 123,298 | +11.6% | 0.72% | +12.6% |
| JNK | Buy | SPDR SERIES TRUSTbrc hgh yld bd | $1,702,000 | +10.2% | 41,197 | +8.1% | 0.64% | +10.0% |
| VV | New | VANGUARD INDEX FDSlarge cap etf | $1,456,000 | – | 16,923 | +100.0% | 0.55% | – |
| PHM | Buy | PULTE GROUP INC | $1,420,000 | +13.5% | 74,000 | +20.5% | 0.53% | +13.4% |
| COP | Buy | CONOCOPHILLIPS | $1,305,000 | +3.5% | 18,555 | +4.0% | 0.49% | +3.4% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $1,199,000 | +7.3% | 6,230 | +4.6% | 0.45% | +7.1% |
| MAIN | Buy | MAIN STREET CAPITAL CORP | $1,121,000 | +10.6% | 34,105 | +10.0% | 0.42% | +10.2% |
| HTGC | Buy | HERCULES TECH GROWTH CAP INC | $1,070,000 | -14.1% | 76,065 | +0.2% | 0.40% | -14.1% |
| PFE | Buy | PFIZER INC | $1,022,000 | +9.5% | 31,819 | +4.4% | 0.38% | +9.4% |
| SBUX | Buy | STARBUCKS CORP | $1,001,000 | -6.4% | 13,638 | +0.0% | 0.38% | -6.5% |
| BX | Buy | BLACKSTONE GROUP L P | $980,000 | +11.7% | 29,485 | +5.9% | 0.37% | +11.5% |
| SHY | Buy | ISHARES1-3 yr tr bd etf | $946,000 | +0.3% | 11,207 | +0.3% | 0.36% | 0.0% |
| HAL | Buy | HALLIBURTON CO | $911,000 | +16.2% | 15,475 | +0.2% | 0.34% | +15.9% |
| DFE | Buy | WISDOMTREE TReurope smcp dv | $892,000 | +50.2% | 14,273 | +39.0% | 0.34% | +50.2% |
| VGK | Buy | VANGUARD INTL EQUITY INDEX Fftse europe etf | $877,000 | +39.0% | 14,880 | +38.7% | 0.33% | +38.8% |
| TCAP | Buy | TRIANGLE CAP CORP | $838,000 | -5.8% | 32,365 | +0.5% | 0.32% | -6.0% |
| JGT | Buy | NUVEEN DIVER CURRENCY OPPOR | $825,000 | +4.4% | 78,675 | +0.4% | 0.31% | +4.4% |
| DD | Buy | DU PONT E I DE NEMOURS & CO | $766,000 | +689.7% | 11,413 | +667.0% | 0.29% | +700.0% |
| ESRX | Buy | EXPRESS SCRIPTS HLDG CO | $761,000 | +18.0% | 10,139 | +10.3% | 0.29% | +17.7% |
| RIG | Buy | TRANSOCEAN LTD | $748,000 | -15.4% | 18,100 | +1.2% | 0.28% | -15.6% |
| ORI | Buy | OLD REP INTL CORP | $746,000 | -4.6% | 45,500 | +0.4% | 0.28% | -4.8% |
| FCX | Buy | FREEPORT-MCMORAN COPPER & GO | $734,000 | -11.8% | 22,191 | +0.7% | 0.28% | -11.8% |
| DLS | Buy | WISDOMTREE TRintl smcap div | $731,000 | +8.1% | 11,236 | +4.7% | 0.28% | +8.3% |
| MRK | Buy | MERCK & CO INC NEW | $727,000 | +28.9% | 12,809 | +13.8% | 0.27% | +28.8% |
| SNDK | Buy | SANDISK CORP | $704,000 | +15.8% | 8,670 | +0.6% | 0.26% | +15.3% |
| PSK | Buy | SPDR SERIES TRUSTwells fg pfd etf | $692,000 | +17.7% | 16,305 | +9.4% | 0.26% | +17.6% |
| PGF | Buy | POWERSHARES ETF TRUSTfinl pfd ptfl | $587,000 | +6.9% | 32,985 | +1.9% | 0.22% | +6.8% |
| FSC | Buy | FIFTH STREET FINANCE CORP | $576,000 | +3.2% | 60,860 | +0.9% | 0.22% | +2.9% |
| CBRE | New | CBRE GROUP INCcl a | $553,000 | – | 20,150 | +100.0% | 0.21% | – |
| EXC | Buy | EXELON CORP | $545,000 | +23.9% | 16,241 | +1.0% | 0.20% | +23.5% |
| PSEC | Buy | PROSPECT CAPITAL CORPORATION | $484,000 | -2.6% | 44,795 | +1.1% | 0.18% | -2.7% |
| J | Buy | JACOBS ENGR GROUP INC DEL | $445,000 | +1.6% | 7,000 | +0.7% | 0.17% | +1.2% |
| DOL | Buy | WISDOMTREE TRintl lrgcap dv | $434,000 | +0.5% | 8,359 | +0.5% | 0.16% | 0.0% |
| LLY | Buy | LILLY ELI & CO | $431,000 | +29.8% | 7,325 | +12.5% | 0.16% | +29.6% |
| MDT | Buy | MEDTRONIC INC | $397,000 | +7.9% | 6,447 | +0.6% | 0.15% | +8.0% |
| CFD | Buy | NUVEEN DIVERSIFIED COMMODTY | $365,000 | +23.3% | 22,957 | +17.5% | 0.14% | +23.4% |
| TRN | Buy | TRINITY INDS INC | $365,000 | +77.2% | 5,070 | +34.5% | 0.14% | +75.6% |
| BHP | Buy | BHP BILLITON LTDsponsored adr | $359,000 | +5.3% | 5,302 | +6.0% | 0.14% | +5.5% |
| PFF | Buy | ISHARESu.s. pfd stk etf | $359,000 | +30.1% | 9,200 | +22.7% | 0.14% | +29.8% |
| STI | Buy | SUNTRUST BKS INC | $356,000 | +23.2% | 8,955 | +14.0% | 0.13% | +22.9% |
| TIP | Buy | ISHAREStips bd etf | $330,000 | +7.5% | 2,945 | +5.4% | 0.12% | +6.9% |
| LM | Buy | LEGG MASON INC | $326,000 | +39.9% | 6,653 | +24.3% | 0.12% | +38.6% |
| TICC | Buy | TICC CAPITAL CORP | $319,000 | -4.5% | 32,615 | +0.8% | 0.12% | -4.8% |
| TXN | Buy | TEXAS INSTRS INC | $292,000 | +58.7% | 6,200 | +47.6% | 0.11% | +59.4% |
| XLU | Buy | SELECT SECTOR SPDR TRsbi int-utils | $288,000 | +25.8% | 6,935 | +14.9% | 0.11% | +25.6% |
| PBE | Buy | POWERSHARES ETF TRUSTdyn biot & gen | $286,000 | +248.8% | 6,865 | +208.5% | 0.11% | +245.2% |
| ATW | Buy | ATWOOD OCEANICS INC | $277,000 | +100.7% | 5,491 | +111.9% | 0.10% | +100.0% |
| ARW | New | ARROW ELECTRS INC | $266,000 | – | 4,475 | +100.0% | 0.10% | – |
| CMI | Buy | CUMMINS INC | $254,000 | +28.3% | 1,703 | +21.4% | 0.10% | +28.4% |
| JOY | Buy | JOY GLOBAL INC | $223,000 | +1.8% | 3,850 | +2.7% | 0.08% | +2.4% |
| DECK | Buy | DECKERS OUTDOOR CORP | $213,000 | +21.7% | 2,676 | +28.9% | 0.08% | +21.2% |
| EFA | Buy | ISHARESmsci eafe etf | $210,000 | +8.2% | 3,132 | +8.1% | 0.08% | +8.2% |
| BSJE | Buy | CLAYMORE EXCHANGE TRD FD TRgugg bull 2014 | $209,000 | +17.4% | 7,880 | +18.0% | 0.08% | +17.9% |
| LNCOQ | Buy | LINNCO LLC | $194,000 | -11.0% | 7,175 | +1.4% | 0.07% | -11.0% |
| ESV | Buy | ENSCO PLC | $189,000 | -3.1% | 3,575 | +4.7% | 0.07% | -2.7% |
| V | Buy | VISA INC | $182,000 | +2.8% | 845 | +6.3% | 0.07% | +1.5% |
| VNM | New | MARKET VECTORS ETF TRvietnam etf | $159,000 | – | 7,315 | +100.0% | 0.06% | – |
| NLY | Buy | ANNALY CAP MGMT INC | $156,000 | +12.2% | 14,180 | +1.6% | 0.06% | +13.5% |
| DXJ | Buy | WISDOMTREE TRjapn hedge eqt | $154,000 | +17.6% | 3,251 | +26.2% | 0.06% | +18.4% |
| DOFSQ | Buy | DIAMOND OFFSHORE DRILLING IN | $146,000 | +11.5% | 3,000 | +30.4% | 0.06% | +12.2% |
| LEN | New | LENNAR CORPcl a | $143,000 | – | 3,600 | +100.0% | 0.05% | – |
| JWN | New | NORDSTROM INC | $134,000 | – | 2,145 | +100.0% | 0.05% | – |
| LPT | Buy | LIBERTY PPTY TRsh ben int | $129,000 | +377.8% | 3,500 | +337.5% | 0.05% | +380.0% |
| WFT | Buy | WEATHERFORD INTERNATIONAL LT | $125,000 | +54.3% | 7,200 | +38.5% | 0.05% | +56.7% |
| PPL | Buy | PPL CORP | $125,000 | +12.6% | 3,775 | +2.0% | 0.05% | +11.9% |
| AMX | Buy | AMERICA MOVIL SAB DE CV | $112,000 | -0.9% | 5,640 | +16.5% | 0.04% | -2.3% |
| BACWSB | Buy | BANK OF AMERICA CORPORATION*w exp 10/28/201 | $113,000 | +27.0% | 125,000 | +8.7% | 0.04% | +27.3% |
| BIP | Buy | BROOKFIELD INFRAST PARTNERSlp int unit | $107,000 | +37.2% | 2,700 | +35.0% | 0.04% | +37.9% |
| WPZ | Buy | WILLIAMS PARTNERS L P | $102,000 | +34.2% | 2,000 | +33.3% | 0.04% | +31.0% |
| AAL | Buy | AMERICAN AIRLS GROUP INC | $98,000 | +164.9% | 2,689 | +83.5% | 0.04% | +164.3% |
| PIN | New | POWERSHARES INDIA ETF TRindia port | $93,000 | – | 4,950 | +100.0% | 0.04% | – |
| IP | Buy | INTL PAPER CO | $94,000 | +1466.7% | 2,055 | +1480.8% | 0.04% | +1650.0% |
| FB | Buy | FACEBOOK INCcl a | $90,000 | +36.4% | 1,500 | +25.0% | 0.03% | +36.0% |
| VIG | Buy | VANGUARD SPECIALIZED PORTFOLdiv app etf | $91,000 | +68.5% | 1,215 | +69.9% | 0.03% | +70.0% |
| DHI | Buy | D R HORTON INC | $87,000 | +40.3% | 4,000 | +42.9% | 0.03% | +43.5% |
| EWI | New | ISHARESmsci italcpd etf | $89,000 | – | 5,050 | +100.0% | 0.03% | – |
| APL | Buy | ATLAS PIPELINE PARTNERS LPunit l p int | $86,000 | -3.4% | 2,680 | +5.1% | 0.03% | -3.0% |
| EWC | New | ISHARESmsci cda etf | $86,000 | – | 2,910 | +100.0% | 0.03% | – |
| CMCSA | Buy | COMCAST CORP NEWcl a | $81,000 | +2.5% | 1,615 | +6.6% | 0.03% | 0.0% |
| EWP | New | ISHARESmsci span cp etf | $60,000 | – | 1,475 | +100.0% | 0.02% | – |
| ACN | Buy | ACCENTURE PLC IRELAND | $58,000 | +34.9% | 725 | +38.1% | 0.02% | +37.5% |
| COH | Buy | COACH INC | $55,000 | +41.0% | 1,100 | +57.1% | 0.02% | +40.0% |
| MIN | Buy | MFS INTER INCOME TRsh ben int | $56,000 | +1.8% | 10,866 | +2.3% | 0.02% | 0.0% |
| TDC | Buy | TERADATA CORP DEL | $54,000 | +20.0% | 1,100 | +10.0% | 0.02% | +17.6% |
| AGU | Buy | AGRIUM INC | $52,000 | +40.5% | 535 | +33.8% | 0.02% | +42.9% |
| RHT | Buy | RED HAT INC | $51,000 | +2.0% | 965 | +7.2% | 0.02% | 0.0% |
| EWZ | Buy | ISHARESmsci brz cap etf | $50,000 | +85.2% | 1,100 | +83.3% | 0.02% | +90.0% |
| OILNF | Buy | BARCLAYS BK PLCipsp croil etn | $50,000 | +100.0% | 2,100 | +90.9% | 0.02% | +111.1% |
| NSC | New | NORFOLK SOUTHERN CORP | $49,000 | – | 500 | +100.0% | 0.02% | – |
| RIO | New | RIO TINTO PLCsponsored adr | $45,000 | – | 800 | +100.0% | 0.02% | – |
| ON | New | ON SEMICONDUCTOR CORP | $39,000 | – | 4,200 | +100.0% | 0.02% | – |
| RDSA | Buy | ROYAL DUTCH SHELL PLCspons adr a | $40,000 | +122.2% | 550 | +120.0% | 0.02% | +114.3% |
| GMCR | New | KEURIG GREEN MTN INC | $37,000 | – | 350 | +100.0% | 0.01% | – |
| YHOO | Buy | YAHOO INC | $38,000 | +216.7% | 1,050 | +250.0% | 0.01% | +180.0% |
| NOC | Buy | NORTHROP GRUMMAN CORP | $37,000 | +8.8% | 299 | +0.3% | 0.01% | +7.7% |
| TSN | New | TYSON FOODS INCcl a | $31,000 | – | 700 | +100.0% | 0.01% | – |
| WLK | New | WESTLAKE CHEM CORP | $33,000 | – | 500 | +100.0% | 0.01% | – |
| ELLI | Buy | ELLIE MAE INC | $32,000 | +52.4% | 1,100 | +37.5% | 0.01% | +50.0% |
| MAS | Buy | MASCO CORP | $29,000 | +26.1% | 1,300 | +30.0% | 0.01% | +22.2% |
| PFLT | Buy | PENNANTPARK FLOATING RATE CA | $29,000 | +38.1% | 2,065 | +37.7% | 0.01% | +37.5% |
| LEG | New | LEGGETT & PLATT INC | $28,000 | – | 850 | +100.0% | 0.01% | – |
| XBI | New | SPDR SERIES TRUSTs&p biotech | $28,000 | – | 200 | +100.0% | 0.01% | – |
| XPH | New | SPDR SERIES TRUSTs&p pharmac | $28,000 | – | 300 | +100.0% | 0.01% | – |
| GVI | Buy | ISHARESintrm gov/cr etf | $30,000 | +30.4% | 274 | +31.1% | 0.01% | +22.2% |
| WPRT | Buy | WESTPORT INNOVATIONS INC | $28,000 | 0.0% | 1,950 | +34.5% | 0.01% | 0.0% |
| IPO | Buy | RENAISSANCE FDSipo etf | $27,000 | +145.5% | 1,200 | +140.0% | 0.01% | +150.0% |
| SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $26,000 | 0.0% | 701 | +0.1% | 0.01% | 0.0% |
| EWS | New | ISHARESmsci singap etf | $26,000 | – | 2,000 | +100.0% | 0.01% | – |
| NCS | New | NCI BUILDING SYS INC | $26,000 | – | 1,500 | +100.0% | 0.01% | – |
| ECOM | Buy | CHANNELADVISOR CORP | $26,000 | +23.8% | 700 | +40.0% | 0.01% | +25.0% |
| GTATQ | New | GT ADVANCED TECHNOLOGIES INC | $26,000 | – | 1,500 | +100.0% | 0.01% | – |
| GLOG | New | GASLOG LTD | $23,000 | – | 1,000 | +100.0% | 0.01% | – |
| BIB | New | PROSHARES TR | $24,000 | – | 300 | +100.0% | 0.01% | – |
| WRI | Buy | WEINGARTEN RLTY INVSsh ben int | $24,000 | +71.4% | 800 | +60.0% | 0.01% | +80.0% |
| LIVE | Buy | LIVEDEAL INC | $22,000 | +450.0% | 3,159 | +200.0% | 0.01% | +300.0% |
| BBT | Buy | BB&T CORP | $20,000 | +233.3% | 500 | +212.5% | 0.01% | +300.0% |
| WMB | Buy | WILLIAMS COS INC DEL | $22,000 | +15.8% | 550 | +10.0% | 0.01% | +14.3% |
| CLNE | Buy | CLEAN ENERGY FUELS CORP | $22,000 | -15.4% | 2,500 | +25.0% | 0.01% | -20.0% |
| FE | Buy | FIRSTENERGY CORP | $22,000 | +4.8% | 645 | +0.3% | 0.01% | 0.0% |
| LBTYA | New | LIBERTY GLOBAL PLC | $21,000 | – | 500 | +100.0% | 0.01% | – |
| FPX | New | FIRST TR US IPO INDEX FD | $18,000 | – | 400 | +100.0% | 0.01% | – |
| SPLV | Buy | POWERSHARES ETF TR IIs&p500 low vol | $19,000 | +26.7% | 546 | +22.4% | 0.01% | +16.7% |
| QCOR | New | QUESTCOR PHARMACEUTICALS INC | $19,000 | – | 300 | +100.0% | 0.01% | – |
| MBB | Buy | ISHARESmbs etf | $16,000 | +23.1% | 155 | +22.0% | 0.01% | +20.0% |
| RDSB | New | ROYAL DUTCH SHELL PLCspon adr b | $16,000 | – | 200 | +100.0% | 0.01% | – |
| AU | New | ANGLOGOLD ASHANTI LTDsponsored adr | $17,000 | – | 1,000 | +100.0% | 0.01% | – |
| GPC | Buy | GENUINE PARTS CO | $17,000 | +13.3% | 200 | +12.4% | 0.01% | 0.0% |
| NUAN | New | NUANCE COMMUNICATIONS INC | $15,000 | – | 850 | +100.0% | 0.01% | – |
| RGP | New | REGENCY ENERGY PARTNERS L P | $12,000 | – | 429 | +100.0% | 0.01% | – |
| TCBK | Buy | TRICO BANCSHARES | $14,000 | -6.7% | 557 | +7.3% | 0.01% | -16.7% |
| ARIA | New | ARIAD PHARMACEUTICALS INC | $12,000 | – | 1,500 | +100.0% | 0.01% | – |
| GALT | Buy | GALECTIN THERAPEUTICS INC | $13,000 | +116.7% | 836 | +13.0% | 0.01% | +150.0% |
| AMBA | New | AMBARELLA INC | $13,000 | – | 500 | +100.0% | 0.01% | – |
| CUR | Buy | NEURALSTEM INC | $13,000 | +116.7% | 3,000 | +50.0% | 0.01% | +150.0% |
| O | New | REALTY INCOME CORP | $12,000 | – | 300 | +100.0% | 0.01% | – |
| CYH | New | COMMUNITY HEALTH SYS INC NEW | $10,000 | – | 256 | +100.0% | 0.00% | – |
| OGS | New | ONE GAS INC | $8,000 | – | 225 | +100.0% | 0.00% | – |
| PGTI | New | PGT INC | $9,000 | – | 800 | +100.0% | 0.00% | – |
| GSK | Buy | GLAXOSMITHKLINE PLCsponsored adr | $8,000 | 0.0% | 155 | +1.3% | 0.00% | 0.0% |
| TD | Buy | TORONTO DOMINION BK ONT | $9,000 | 0.0% | 200 | +100.0% | 0.00% | 0.0% |
| MPW | New | MEDICAL PPTYS TRUST INC | $9,000 | – | 700 | +100.0% | 0.00% | – |
| DDD | New | 3-D SYS CORP DEL | $6,000 | – | 100 | +100.0% | 0.00% | – |
| BITA | New | BITAUTO HLDGS LTDsponsored ads | $5,000 | – | 150 | +100.0% | 0.00% | – |
| NMFC | New | NEW MTN FIN CORP | $5,000 | – | 360 | +100.0% | 0.00% | – |
| GPS | New | GAP INC DEL | $4,000 | – | 100 | +100.0% | 0.00% | – |
| VUG | New | VANGUARD INDEX FDSgrowth etf | $5,000 | – | 50 | +100.0% | 0.00% | – |
| SCHG | New | SCHWAB STRATEGIC TRus lcap gr etf | $5,000 | – | 100 | +100.0% | 0.00% | – |
| HIMX | New | HIMAX TECHNOLOGIES INCsponsored adr | $6,000 | – | 500 | +100.0% | 0.00% | – |
| MCC | New | MEDLEY CAP CORP | $4,000 | – | 330 | +100.0% | 0.00% | – |
| HLSSF | New | HOME LN SERVICING SOLUTIONS | $5,000 | – | 215 | +100.0% | 0.00% | – |
| FDUS | New | FIDUS INVT CORP | $4,000 | – | 200 | +100.0% | 0.00% | – |
| INCY | New | INCYTE CORP | $5,000 | – | 100 | +100.0% | 0.00% | – |
| TCPC | New | TCP CAP CORP | $4,000 | – | 265 | +100.0% | 0.00% | – |
| KN | New | KNOWLES CORP | $2,000 | – | 50 | +100.0% | 0.00% | – |
| HDGE | New | ADVISORSHARES TRranger equity be | $2,000 | – | 120 | +100.0% | 0.00% | – |
| SBND | New | DEUTSCHE BK AG LONDON BRHdb 3x shrt ust | $2,000 | – | 200 | +100.0% | 0.00% | – |
| CYHHZ | New | COMMUNITY HEALTH SYS INC NEWright 01/27/2016 | $0 | – | 3,700 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2014-05-01
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 41 | Q4 2023 | 9.4% |
| SPDR S&P 500 ETF TR | 41 | Q4 2023 | 5.3% |
| UNITEDHEALTH GROUP INC | 41 | Q4 2023 | 3.1% |
| MICROSOFT CORPORATION | 41 | Q4 2023 | 3.4% |
| GILEAD SCIENCES INCORPORATED | 41 | Q4 2023 | 3.8% |
| ISHARES TR IBOXX INV CP ETF | 41 | Q4 2023 | 3.5% |
| COSTCO WHSL CORP NEW | 41 | Q4 2023 | 2.3% |
| MASTERCARD INCORPORATED | 41 | Q4 2023 | 2.1% |
| ADOBE SYSTEMS INCORPORATED | 41 | Q4 2023 | 2.7% |
| INTEL CORPORATION | 41 | Q4 2023 | 2.0% |
View OPTIMUM INVESTMENT ADVISORS's complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| OPTIMUM INVESTMENT ADVISORS | January 18, 2011 | 6,374,504 | 6.2% |
| OPTIMUM INVESTMENT ADVISORS | January 18, 2011 | 10,871,540 | 7.5% |
| OPTIMUM INVESTMENT ADVISORS | January 18, 2011 | 2,849,061 | 6.7% |
View OPTIMUM INVESTMENT ADVISORS's complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-11 |
| 13F-HR | 2024-01-08 |
| 13F-HR | 2023-10-13 |
| 13F-HR | 2023-08-03 |
| 13F-HR | 2023-05-03 |
| 13F-HR | 2023-01-05 |
| 13F-HR | 2022-10-24 |
| 13F-HR | 2022-07-12 |
| 13F-HR | 2022-04-08 |
| 13F-HR | 2022-03-17 |
View OPTIMUM INVESTMENT ADVISORS's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.