OIA
BERY

Optimum Investment Advisors’s Berry Global Group, Inc. BERY Stock Holding History

Optimum Investment Advisors’s Portfolio BERY Stock Details BERY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-490
Closed -$22K – 1044
2018
Q3 		$22K Hold
490
– – 0.01% 715
2018
Q2 		$21K Hold
490
– – 0.01% 727
2018
Q1 		$25K Buy
+490
New +$25.5K 0.01% 675

Other funds holding BERY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCA
Canyon Capital Advisors Dallas, Texas $772M AUM 32.81% 1-Year Est. Return
LM
Luminus Management Houston, Texas $166M AUM 75.95% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
MWNA
Marshall Wace North America New York $23.5B AUM 46.46% 1-Year Est. Return
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return

Optimum Investment Advisors's BERY Position: Q4 2018 in Review

Optimum Investment Advisors sold out of Berry Global Group, Inc. (BERY) in Q4 2018, closing a stake of 490 shares — an estimated $22K sold.

Optimum Investment Advisors first reported a position in BERY in Q1 2018 and held it in 3 quarters. The position peaked at $25K in Q1 2018. 329 funds tracked by Wall St. Rank hold BERY as of Q4 2018.

  • Optimum Investment Advisors reported no remaining Berry Global Group, Inc. position as of Q4 2018 after selling out during the quarter.
  • Optimum Investment Advisors sold 490 Berry Global Group, Inc. shares in Q4 2018, an estimated $22K.
  • Optimum Investment Advisors first reported a position in Berry Global Group, Inc. in Q1 2018 and held it in 3 quarters.
  • Optimum Investment Advisors's Berry Global Group, Inc. position peaked at $25K in Q1 2018.
  • 329 funds tracked by Wall St. Rank held Berry Global Group, Inc. as of Q4 2018.

Based on Optimum Investment Advisors's 13F filing for Q4 2018, filed 4 Feb 2019.