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CapWealth Advisors’s Opko Health OPK Stock Holding History

CapWealth 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
2013
Q4 		– Sell
-2,000
Closed -$18K – 402
2013
Q3 		$18K Hold
2,000
– – 0.01% 249
2013
Q2 		$14K Buy
+2,000
New +$13.8K ﹤0.01% 259

Other funds holding OPK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
OIM
Oracle Investment Management Greenwich, Connecticut $168M AUM 42.86% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

CapWealth Advisors's OPK Position: Q4 2013 in Review

CapWealth Advisors sold out of Opko Health (OPK) in Q4 2013, closing a stake of 2,000 shares — an estimated $18K sold.

CapWealth Advisors first reported a position in OPK in Q2 2013 and held it in 2 quarters. The position peaked at $18K in Q3 2013. 156 funds tracked by Wall St. Rank hold OPK as of Q4 2013.

  • CapWealth Advisors reported no remaining Opko Health position as of Q4 2013 after selling out during the quarter.
  • CapWealth Advisors sold 2,000 Opko Health shares in Q4 2013, an estimated $18K.
  • CapWealth Advisors first reported a position in Opko Health in Q2 2013 and held it in 2 quarters.
  • CapWealth Advisors's Opko Health position peaked at $18K in Q3 2013.
  • 156 funds tracked by Wall St. Rank held Opko Health as of Q4 2013.

Based on CapWealth Advisors's 13F filing for Q4 2013, filed 13 Feb 2014.