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 $5.56B AUM 3.46% 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 $47.8B AUM 11.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
BPA
BC Partners Advisors New York $9.17B AUM 97.31% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return
PCM
Palestra Capital Management New York $2.95B AUM 61.62% 1-Year Est. Return
PC
Pelham Capital London, United Kingdom $176M AUM 37.47% 1-Year Est. Return

Kelleher Financial Advisors's OPTU Position: Q1 2020 in Review

Kelleher Financial Advisors sold out of Optimum Communications Inc (OPTU) in Q1 2020, closing a stake of 11,330 shares — an estimated $310K sold.

Kelleher Financial Advisors first reported a position in OPTU in Q2 2018 and held it in 6 quarters. The position peaked at $415K in Q3 2018. 305 funds tracked by Wall St. Rank hold OPTU as of Q1 2020.

  • Kelleher Financial Advisors reported no remaining Optimum Communications Inc position as of Q1 2020 after selling out during the quarter.
  • Kelleher Financial Advisors sold 11,330 Optimum Communications Inc shares in Q1 2020, an estimated $310K.
  • Kelleher Financial Advisors first reported a position in Optimum Communications Inc in Q2 2018 and held it in 6 quarters.
  • Kelleher Financial Advisors's Optimum Communications Inc position peaked at $415K in Q3 2018.
  • 305 funds tracked by Wall St. Rank held Optimum Communications Inc as of Q1 2020.

Based on Kelleher Financial Advisors's 13F filing for Q1 2020, filed 14 May 2020.