Capstone Investment Advisors
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Capstone Investment Advisors’s Orthofix Medical OFIX Stock Holding History

Capstone Investment Advisors’s Portfolio OFIX Stock Details OFIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-7,938
Closed -$336K – 872
2016
Q2 		$336K Buy
+7,938
New +$345K 0.01% 549

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Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SBH
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Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
NI
Numeric Investors Boston, Massachusetts $13.7B AUM 28.88% 1-Year Est. Return
KAM
Krensavage Asset Management New York $263M AUM 66.99% 1-Year Est. Return
CCM
Consonance Capital Management New York $7.28M AUM 43.59% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Capstone Investment Advisors's OFIX Position: Q3 2016 in Review

Capstone Investment Advisors sold out of Orthofix Medical (OFIX) in Q3 2016, closing a stake of 7,938 shares — an estimated $336K sold.

Capstone Investment Advisors first reported a position in OFIX in Q2 2016 and held it in 1 quarter. The position peaked at $336K in Q2 2016. 141 funds tracked by Wall St. Rank hold OFIX as of Q3 2016.

  • Capstone Investment Advisors reported no remaining Orthofix Medical position as of Q3 2016 after selling out during the quarter.
  • Capstone Investment Advisors sold 7,938 Orthofix Medical shares in Q3 2016, an estimated $336K.
  • Capstone Investment Advisors first reported a position in Orthofix Medical in Q2 2016 and held it in 1 quarter.
  • Capstone Investment Advisors's Orthofix Medical position peaked at $336K in Q2 2016.
  • 141 funds tracked by Wall St. Rank held Orthofix Medical as of Q3 2016.

Based on Capstone Investment Advisors's 13F filing for Q3 2016, filed 14 Nov 2016.