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

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BlackRock
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Capital Research Global Investors
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KBC Group
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PCM
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ECU
Egerton Capital (UK) London, United Kingdom $9.01B AUM 30.26% 1-Year Est. Return
PC
Pelham Capital London, United Kingdom $128M AUM 34.73% 1-Year Est. Return
ZP
Zimmer Partners New York $4.08B AUM 14.2% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return