Arete Wealth Advisors’s Opus Bank Common Stock OPB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q2
Sell
-17,500
Closed -$303K 411
2020
Q1
$303K Buy
17,500
+834
+5% +$19.5K 0.06% 242
2019
Q4
$431K Hold
16,666
0.07% 256
2019
Q3
$363K Hold
16,666
0.07% 266
2019
Q2
$352K Hold
16,666
0.07% 274
2019
Q1
$330K Hold
16,666
0.07% 273
2018
Q4
$326K Buy
+16,666
New +$355K 0.08% 258

Arete Wealth Advisors's OPB Position: Q2 2020 in Review

Arete Wealth Advisors sold out of Opus Bank Common Stock (OPB) in Q2 2020, closing a stake of 17,500 shares — an estimated $303K sold.

Arete Wealth Advisors first reported a position in OPB in Q4 2018 and held it in 6 quarters. The position peaked at $431K in Q4 2019. 0 funds tracked by Wall St. Rank hold OPB as of Q2 2020.

  • Arete Wealth Advisors reported no remaining Opus Bank Common Stock position as of Q2 2020 after selling out during the quarter.
  • Arete Wealth Advisors sold 17,500 Opus Bank Common Stock shares in Q2 2020, an estimated $303K.
  • Arete Wealth Advisors first reported a position in Opus Bank Common Stock in Q4 2018 and held it in 6 quarters.
  • Arete Wealth Advisors's Opus Bank Common Stock position peaked at $431K in Q4 2019.
  • 0 funds tracked by Wall St. Rank held Opus Bank Common Stock as of Q2 2020.

Based on Arete Wealth Advisors's 13F filing for Q2 2020, filed 11 Aug 2020.