OIA
CPE

Optimum Investment Advisors’s Callon Petroleum Company CPE Stock Holding History

Optimum Investment Advisors’s Portfolio CPE Stock Details CPE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-100
Closed – – 969
2020
Q3 		$0 Hold
100
– – ﹤0.01% 945
2020
Q2 		$1K Buy
100
+50
+100% +$442 ﹤0.01% 858
2020
Q1 		$0 Hold
50
– – ﹤0.01% 968
2019
Q4 		$2K Buy
+50
New +$2.07K ﹤0.01% 901

Other funds holding CPE

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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Optimum Investment Advisors's CPE Position: Q4 2020 in Review

Optimum Investment Advisors sold out of Callon Petroleum Company (CPE) in Q4 2020, closing a stake of 100 shares.

Optimum Investment Advisors first reported a position in CPE in Q4 2019 and held it in 4 quarters. The position peaked at $2K in Q4 2019. 106 funds tracked by Wall St. Rank hold CPE as of Q4 2020.

  • Optimum Investment Advisors reported no remaining Callon Petroleum Company position as of Q4 2020 after selling out during the quarter.
  • Optimum Investment Advisors sold 100 Callon Petroleum Company shares in Q4 2020.
  • Optimum Investment Advisors first reported a position in Callon Petroleum Company in Q4 2019 and held it in 4 quarters.
  • Optimum Investment Advisors's Callon Petroleum Company position peaked at $2K in Q4 2019.
  • 106 funds tracked by Wall St. Rank held Callon Petroleum Company as of Q4 2020.

Based on Optimum Investment Advisors's 13F filing for Q4 2020, filed 21 Jan 2021.