WRF
OPTU

Waddell & Reed Financial’s Optimum Communications Inc OPTU Stock Holding History

Waddell & Reed Financial’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
Q2 		– Sell
-49,984
Closed -$1.11M – 457
2020
Q1 		$1.11M Buy
+49,984
New +$1.3M ﹤0.01% 421
2019
Q3 		– Sell
-161,161
Closed -$3.92M – 454
2019
Q2 		$3.92M Sell
161,161
-150,000
-48% -$3.56M 0.01% 444
2019
Q1 		$6.68M Hold
311,161
– – 0.02% 446
2018
Q4 		$5.14M Hold
311,161
– – 0.01% 448
2018
Q3 		$5.64M Hold
311,161
– – 0.01% 480
2018
Q2 		$5.31M Buy
+311,161
New +$5.74M 0.01% 487
2017
Q4 		– Sell
-575,100
Closed -$15.7M – 528
2017
Q3 		$15.7M Sell
575,100
-1,424,900
-71% -$43.5M 0.03% 358
2017
Q2 		$64.6M Buy
+2,000,000
New +$66.2M 0.14% 185

Other funds holding OPTU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SCP
Soroban Capital Partners New York $47.8B AUM 11.8% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 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
BPA
BC Partners Advisors New York $9.17B AUM 97.31% 1-Year Est. Return
PCM
Palestra Capital Management New York $2.95B AUM 61.62% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PC
Pelham Capital London, United Kingdom $176M AUM 37.47% 1-Year Est. Return

Waddell & Reed Financial's OPTU Position: Q2 2020 in Review

Waddell & Reed Financial sold out of Optimum Communications Inc (OPTU) in Q2 2020, closing a stake of 49,984 shares — an estimated $1.11M sold.

Waddell & Reed Financial first reported a position in OPTU in Q2 2017 and held it in 8 quarters. The position peaked at $64.6M in Q2 2017. 341 funds tracked by Wall St. Rank hold OPTU as of Q2 2020.

  • Waddell & Reed Financial reported no remaining Optimum Communications Inc position as of Q2 2020 after selling out during the quarter.
  • Waddell & Reed Financial sold 49,984 Optimum Communications Inc shares in Q2 2020, an estimated $1.11M.
  • Waddell & Reed Financial first reported a position in Optimum Communications Inc in Q2 2017 and held it in 8 quarters.
  • Waddell & Reed Financial's Optimum Communications Inc position peaked at $64.6M in Q2 2017.
  • 341 funds tracked by Wall St. Rank held Optimum Communications Inc as of Q2 2020.

Based on Waddell & Reed Financial's 13F filing for Q2 2020, filed 14 Aug 2020.