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Optimum Investment Advisors’s BlackBerry BB Stock Holding History

Optimum Investment Advisors’s Portfolio BB Stock Details BB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-2,000
Closed -$11K – 943
2019
Q3 		$11K Buy
+2,000
New +$14K ﹤0.01% 774
2015
Q1 		$9K Hold
1,000
– – ﹤0.01% 810
2014
Q4 		$11K Hold
1,000
– – ﹤0.01% 825
2014
Q3 		$10K Buy
+1,000
New +$10.2K ﹤0.01% 757

Other funds holding BB

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
FFH
Fairfax Financial Holdings Toronto, Ontario, Canada $1.94B AUM 27.76% 1-Year Est. Return
OTPPB
Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $3.46B AUM 7.79% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return
DLPIC
Davide Leone & Partners Investment Company London, United Kingdom $49M AUM 43.06% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
KBG
Kahn Brothers Group New York $564M AUM 25.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Optimum Investment Advisors's BB Position: Q4 2019 in Review

Optimum Investment Advisors sold out of BlackBerry (BB) in Q4 2019, closing a stake of 2,000 shares — an estimated $11K sold.

Optimum Investment Advisors first reported a position in BB in Q3 2014 and held it in 4 quarters. The position peaked at $11K in Q3 2019. 240 funds tracked by Wall St. Rank hold BB as of Q4 2019.

  • Optimum Investment Advisors reported no remaining BlackBerry position as of Q4 2019 after selling out during the quarter.
  • Optimum Investment Advisors sold 2,000 BlackBerry shares in Q4 2019, an estimated $11K.
  • Optimum Investment Advisors first reported a position in BlackBerry in Q3 2014 and held it in 4 quarters.
  • Optimum Investment Advisors's BlackBerry position peaked at $11K in Q3 2019.
  • 240 funds tracked by Wall St. Rank held BlackBerry as of Q4 2019.

Based on Optimum Investment Advisors's 13F filing for Q4 2019, filed 22 Jan 2020.