CA Family Wealth’s Opus Bank Common Stock OPB Stock Holding History

CA Family Wealth’s Portfolio OPB Stock Details OPB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-9,987	Closed	-$258K	–	145
2019 Q4	$258K	Buy	+9,987	New	+$247K	0.17%	89

Other funds holding OPB

FIG

Fortress Investment Group New York $394M AUM 22.99% 1-Year Est. Return

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

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

ACB

Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

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

FCM

FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return

Versor Investments New York $40.8M AUM 93.59% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CA Family Wealth's OPB Position: Q1 2020 in Review

CA Family Wealth sold out of Opus Bank Common Stock (OPB) in Q1 2020, closing a stake of 9,987 shares — an estimated $258K sold.

CA Family Wealth first reported a position in OPB in Q4 2019 and held it in 1 quarter. The position peaked at $258K in Q4 2019. 125 funds tracked by Wall St. Rank hold OPB as of Q1 2020.

CA Family Wealth reported no remaining Opus Bank Common Stock position as of Q1 2020 after selling out during the quarter.
CA Family Wealth sold 9,987 Opus Bank Common Stock shares in Q1 2020, an estimated $258K.
CA Family Wealth first reported a position in Opus Bank Common Stock in Q4 2019 and held it in 1 quarter.
CA Family Wealth's Opus Bank Common Stock position peaked at $258K in Q4 2019.
125 funds tracked by Wall St. Rank held Opus Bank Common Stock as of Q1 2020.

Based on CA Family Wealth's 13F filing for Q1 2020, filed 11 May 2020.