NFG
OPTU

Next Financial Group’s Optimum Communications Inc OPTU Stock Holding History

Next Financial 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
2021
Q1 		– Sell
-458
Closed -$17K – 2517
2020
Q4 		$17K Buy
+458
New +$14.3K ﹤0.01% 1597
2020
Q1 		– Sell
-62
Closed -$2K – 2119
2019
Q4 		$2K Sell
62
-5,070
-99% -$140K ﹤0.01% 2138
2019
Q3 		$147K Buy
+5,132
New +$140K 0.02% 780

Other funds holding OPTU

SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
PC
Pelham Capital London, United Kingdom $128M AUM 34.73% 1-Year Est. Return
PCM
Palestra Capital Management New York $2.57B AUM 29.93% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Next Financial Group's OPTU Position: Q1 2021 in Review

Next Financial Group sold out of Optimum Communications Inc (OPTU) in Q1 2021, closing a stake of 458 shares — an estimated $17K sold.

Next Financial Group first reported a position in OPTU in Q3 2019 and held it in 3 quarters. The position peaked at $147K in Q3 2019. 339 funds tracked by Wall St. Rank hold OPTU as of Q1 2021.

  • Next Financial Group reported no remaining Optimum Communications Inc position as of Q1 2021 after selling out during the quarter.
  • Next Financial Group sold 458 Optimum Communications Inc shares in Q1 2021, an estimated $17K.
  • Next Financial Group first reported a position in Optimum Communications Inc in Q3 2019 and held it in 3 quarters.
  • Next Financial Group's Optimum Communications Inc position peaked at $147K in Q3 2019.
  • 339 funds tracked by Wall St. Rank held Optimum Communications Inc as of Q1 2021.

Based on Next Financial Group's 13F filing for Q1 2021, filed 16 Apr 2021.