SWM
OPTU

Selective Wealth Management’s Optimum Communications Inc OPTU Stock Holding History

Selective Wealth Management’s Portfolio OPTU Stock Details OPTU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-200
Closed -$5K – 369
2020
Q3 		$5K Hold
200
– – ﹤0.01% 245
2020
Q2 		$5K Hold
200
– – ﹤0.01% 294
2020
Q1 		$4K Hold
200
– – 0.01% 217
2019
Q4 		$5K Hold
200
– – 0.01% 210
2019
Q3 		$6K Buy
+200
New +$5.45K 0.01% 201
2018
Q3 		$4K Buy
+200
New +$3.58K 0.05% 120

Other funds holding OPTU

SCP
Soroban Capital Partners New York $47.8B AUM 11.8% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
PCM
Palestra Capital Management New York $2.95B AUM 61.62% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
PC
Pelham Capital London, United Kingdom $176M AUM 37.47% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
SIM
SRS Investment Management New York $10.8B AUM 34.05% 1-Year Est. Return

Selective Wealth Management's OPTU Position: Q4 2020 in Review

Selective Wealth Management sold out of Optimum Communications Inc (OPTU) in Q4 2020, closing a stake of 200 shares — an estimated $5K sold.

Selective Wealth Management first reported a position in OPTU in Q3 2018 and held it in 6 quarters. The position peaked at $6K in Q3 2019. 348 funds tracked by Wall St. Rank hold OPTU as of Q4 2020.

  • Selective Wealth Management reported no remaining Optimum Communications Inc position as of Q4 2020 after selling out during the quarter.
  • Selective Wealth Management sold 200 Optimum Communications Inc shares in Q4 2020, an estimated $5K.
  • Selective Wealth Management first reported a position in Optimum Communications Inc in Q3 2018 and held it in 6 quarters.
  • Selective Wealth Management's Optimum Communications Inc position peaked at $6K in Q3 2019.
  • 348 funds tracked by Wall St. Rank held Optimum Communications Inc as of Q4 2020.

Based on Selective Wealth Management's 13F filing for Q4 2020, filed 22 Jan 2021.