Optimum Investment Advisors’s Banco Santander SAN Stock Holding History

Optimum Investment Advisors’s Portfolio SAN Stock Details SAN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-2,709	Closed	-$10K	–	1008
2019 Q3	$10K	Buy	+2,709	New	+$10.8K	﹤0.01%	801
2015 Q1	$0	Hold	57	–	–	﹤0.01%	990
2014 Q4	$0	Hold	57	–	–	﹤0.01%	1014
2014 Q3	$0	Buy	57 +1	+2%	+$9	﹤0.01%	953
2014 Q2	$1K	Buy	+56	New	+$514	﹤0.01%	912

Other funds holding SAN

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BGIM

Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.69B AUM

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

MCM

Masters Capital Management Atlanta, Georgia $3.03B AUM 57.21% 1-Year Est. Return

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

Optimum Investment Advisors sold out of Banco Santander (SAN) in Q4 2019, closing a stake of 2,709 shares — an estimated $10K sold.

Optimum Investment Advisors first reported a position in SAN in Q2 2014 and held it in 5 quarters. The position peaked at $10K in Q3 2019. 324 funds tracked by Wall St. Rank hold SAN as of Q4 2019.

Optimum Investment Advisors reported no remaining Banco Santander position as of Q4 2019 after selling out during the quarter.
Optimum Investment Advisors sold 2,709 Banco Santander shares in Q4 2019, an estimated $10K.
Optimum Investment Advisors first reported a position in Banco Santander in Q2 2014 and held it in 5 quarters.
Optimum Investment Advisors's Banco Santander position peaked at $10K in Q3 2019.
324 funds tracked by Wall St. Rank held Banco Santander as of Q4 2019.

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