Advisor Group’s Optimum Communications Inc OPTU Stock Holding History

Advisor Group’s Portfolio OPTU Stock Details OPTU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$328K	Sell	12,008 -1,164	-9%	-$32.2K	﹤0.01%	1980
2019 Q3	$377K	Buy	13,172 +8,669	+193%	+$236K	﹤0.01%	1814
2019 Q2	$111K	Buy	4,503 +945	+27%	+$22.4K	﹤0.01%	2779
2019 Q1	$77K	Buy	3,558 +961	+37%	+$19.4K	﹤0.01%	3072
2018 Q4	$43K	Buy	2,597 +348	+15%	+$6.05K	﹤0.01%	3281
2018 Q3	$40K	Sell	2,249 -751	-25%	-$13.5K	﹤0.01%	3438
2018 Q2	$51K	Buy	3,000 +1,960	+188%	+$36.2K	﹤0.01%	3084
2018 Q1	$18K	Buy	1,040 +565	+119%	+$11.6K	﹤0.01%	3730
2017 Q4	$10K	Buy	+475	New	+$10.5K	﹤0.01%	4069

Other funds holding OPTU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

SCP

Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return

VAM

Veritas Asset Management London, United Kingdom $5.9B AUM 3.19% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

BPA

BC Partners Advisors New York $9.17B AUM 97.31% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

MCM

Melvin Capital Management New York $9.86B AUM 16.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Advisor Group's OPTU Position: Q4 2019 in Review

Advisor Group reduced its Optimum Communications Inc (OPTU) stake by 8.8% in Q4 2019, selling an estimated $32.2K and leaving 12,008 shares worth $328K. The position accounts for ﹤0.01% of the portfolio, ranked #1980.

Advisor Group first reported a position in OPTU in Q4 2017 and has held it in 9 quarters since. The position peaked at $377K in Q3 2019. 337 funds tracked by Wall St. Rank hold OPTU as of Q4 2019.

Advisor Group held 12,008 shares of Optimum Communications Inc worth $328K as of Q4 2019.
Advisor Group sold 1,164 Optimum Communications Inc shares in Q4 2019, an estimated $32.2K.
Optimum Communications Inc made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #1980 holding.
Advisor Group first reported a position in Optimum Communications Inc in Q4 2017 and has held it in 9 quarters since.
Advisor Group's Optimum Communications Inc position peaked at $377K in Q3 2019.
337 funds tracked by Wall St. Rank held Optimum Communications Inc as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.