KFA
OPTU

Kelleher Financial Advisors’s Optimum Communications Inc OPTU Stock Holding History

Kelleher Financial Advisors’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
2020
Q1 		– Sell
-11,330
Closed -$310K – 93
2019
Q4 		$310K Sell
11,330
-410
-3% -$11.3K 0.31% 69
2019
Q3 		$337K Sell
11,740
-4,930
-30% -$134K 0.41% 60
2019
Q2 		$406K Buy
+16,670
New +$396K 0.5% 51
2018
Q4 		$376K Sell
22,770
-95
-0.4% -$1.65K 0.6% 47
2018
Q3 		$415K Buy
22,865
+275
+1% +$4.93K 0.54% 47
2018
Q2 		$385K Buy
+22,590
New +$417K 0.55% 47

Other funds holding OPTU

VAM
Veritas Asset Management London, United Kingdom $5.9B AUM 3.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SCP
Soroban Capital Partners New York $14B AUM 21.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Canada Pension Plan Investment Board
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
ZP
Zimmer Partners New York $4.08B AUM 14.2% 1-Year Est. Return
PCM
Palestra Capital Management New York $2.55B AUM 29.93% 1-Year Est. Return
PC
Pelham Capital London, United Kingdom $128M AUM 34.73% 1-Year Est. Return