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Burt Wealth Advisors’s Opko Health OPK Stock Holding History

Burt Wealth Advisors’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
2016
Q2 		– Sell
-42
Closed -$1K – 516
2016
Q1 		$1K Buy
+42
New +$384 ﹤0.01% 535

Other funds holding OPK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
OIM
Oracle Investment Management Greenwich, Connecticut $168M AUM 42.86% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Burt Wealth Advisors's OPK Position: Q2 2016 in Review

Burt Wealth Advisors sold out of Opko Health (OPK) in Q2 2016, closing a stake of 42 shares — an estimated $1K sold.

Burt Wealth Advisors first reported a position in OPK in Q1 2016 and held it in 1 quarter. The position peaked at $1K in Q1 2016. 245 funds tracked by Wall St. Rank hold OPK as of Q2 2016.

  • Burt Wealth Advisors reported no remaining Opko Health position as of Q2 2016 after selling out during the quarter.
  • Burt Wealth Advisors sold 42 Opko Health shares in Q2 2016, an estimated $1K.
  • Burt Wealth Advisors first reported a position in Opko Health in Q1 2016 and held it in 1 quarter.
  • Burt Wealth Advisors's Opko Health position peaked at $1K in Q1 2016.
  • 245 funds tracked by Wall St. Rank held Opko Health as of Q2 2016.

Based on Burt Wealth Advisors's 13F filing for Q2 2016, filed 22 Jul 2016.