Atwood & Palmer’s Opko Health OPK Stock Holding History

Atwood & Palmer’s Portfolio OPK Stock Details OPK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-100,000	Closed	-$470K	–	325
2018 Q2	$470K	Hold	100,000	–	–	0.06%	82
2018 Q1	$317K	Hold	100,000	–	–	0.05%	105
2017 Q4	$490K	Hold	100,000	–	–	0.07%	83
2017 Q3	$686K	Hold	100,000	–	–	0.1%	75
2017 Q2	$658K	Hold	100,000	–	–	0.1%	78
2017 Q1	$800K	Hold	100,000	–	–	0.13%	67
2016 Q4	$930K	Hold	100,000	–	–	0.17%	64
2016 Q3	$1.06M	Hold	100,000	–	–	0.19%	57
2016 Q2	$934K	Hold	100,000	–	–	0.17%	66
2016 Q1	$1.04M	Hold	100,000	–	–	0.18%	65
2015 Q4	$1M	Hold	100,000	–	–	0.19%	67
2015 Q3	$841K	Hold	100,000	–	–	0.16%	75
2015 Q2	$1.61M	Hold	100,000	–	–	0.29%	59
2015 Q1	$1.42M	Sell	100,000 -1,000	-1%	-$13K	0.25%	62
2014 Q4	$1.01M	Buy	101,000 +1,000	+1%	+$8.56K	0.19%	68
2014 Q3	$851K	Hold	100,000	–	–	0.16%	74
2014 Q2	$884K	Hold	100,000	–	–	0.24%	60
2014 Q1	$932K	Hold	100,000	–	–	0.22%	52
2013 Q4	$844K	Hold	100,000	–	–	0.21%	51
2013 Q3	$881K	Hold	100,000	–	–	0.24%	48
2013 Q2	$710K	Buy	+100,000	New	+$691K	0.19%	56

Other funds holding OPK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

OIM

Oracle Investment Management Greenwich, Connecticut $168M AUM 42.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Atwood & Palmer's OPK Position: Q3 2018 in Review

Atwood & Palmer sold out of Opko Health (OPK) in Q3 2018, closing a stake of 100,000 shares — an estimated $470K sold.

Atwood & Palmer first reported a position in OPK in Q2 2013 and held it in 21 quarters. The position peaked at $1.61M in Q2 2015. 203 funds tracked by Wall St. Rank hold OPK as of Q3 2018.

Atwood & Palmer reported no remaining Opko Health position as of Q3 2018 after selling out during the quarter.
Atwood & Palmer sold 100,000 Opko Health shares in Q3 2018, an estimated $470K.
Atwood & Palmer first reported a position in Opko Health in Q2 2013 and held it in 21 quarters.
Atwood & Palmer's Opko Health position peaked at $1.61M in Q2 2015.
203 funds tracked by Wall St. Rank held Opko Health as of Q3 2018.

Based on Atwood & Palmer's 13F filing for Q3 2018, filed 29 Oct 2018.