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Optimum Investment Advisors’s Adtran ADTN Stock Holding History

Optimum Investment Advisors’s Portfolio ADTN Stock Details ADTN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-2,800
Closed -$43K – 984
2019
Q2 		$43K Hold
2,800
– – 0.01% 530
2019
Q1 		$38K Hold
2,800
– – 0.01% 564
2018
Q4 		$30K Sell
2,800
-900
-24% -$12.3K 0.01% 564
2018
Q3 		$65K Hold
3,700
– – 0.02% 481
2018
Q2 		$55K Hold
3,700
– – 0.02% 512
2018
Q1 		$58K Buy
+3,700
New +$61.7K 0.02% 501

Other funds holding ADTN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Optimum Investment Advisors's ADTN Position: Q3 2019 in Review

Optimum Investment Advisors sold out of Adtran (ADTN) in Q3 2019, closing a stake of 2,800 shares — an estimated $43K sold.

Optimum Investment Advisors first reported a position in ADTN in Q1 2018 and held it in 6 quarters. The position peaked at $65K in Q3 2018. 155 funds tracked by Wall St. Rank hold ADTN as of Q3 2019.

  • Optimum Investment Advisors reported no remaining Adtran position as of Q3 2019 after selling out during the quarter.
  • Optimum Investment Advisors sold 2,800 Adtran shares in Q3 2019, an estimated $43K.
  • Optimum Investment Advisors first reported a position in Adtran in Q1 2018 and held it in 6 quarters.
  • Optimum Investment Advisors's Adtran position peaked at $65K in Q3 2018.
  • 155 funds tracked by Wall St. Rank held Adtran as of Q3 2019.

Based on Optimum Investment Advisors's 13F filing for Q3 2019, filed 17 Oct 2019.