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Optimum Investment Advisors’s Americold COLD Stock Holding History

Optimum Investment Advisors’s Portfolio COLD Stock Details COLD 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 -$74K – 952
2019
Q3 		$74K Buy
+2,000
New +$70.3K 0.02% 432

Other funds holding COLD

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

Optimum Investment Advisors sold out of Americold (COLD) in Q4 2019, closing a stake of 2,000 shares — an estimated $74K sold.

Optimum Investment Advisors first reported a position in COLD in Q3 2019 and held it in 1 quarter. The position peaked at $74K in Q3 2019. 310 funds tracked by Wall St. Rank hold COLD as of Q4 2019.

  • Optimum Investment Advisors reported no remaining Americold position as of Q4 2019 after selling out during the quarter.
  • Optimum Investment Advisors sold 2,000 Americold shares in Q4 2019, an estimated $74K.
  • Optimum Investment Advisors first reported a position in Americold in Q3 2019 and held it in 1 quarter.
  • Optimum Investment Advisors's Americold position peaked at $74K in Q3 2019.
  • 310 funds tracked by Wall St. Rank held Americold as of Q4 2019.

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