Creative Planning’s Opus Bank Common Stock OPB Stock Holding History

Creative Planning’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
2018 Q4	–	Sell	-59,638	Closed	-$1.63M	–	2177
2018 Q3	$1.63M	Sell	59,638 -2,235	-4%	-$64K	0.01%	541
2018 Q2	$1.78M	Buy	+61,873	New	+$1.78M	0.01%	498
2017 Q3	–	Sell	-5,898	Closed	-$143K	–	4208
2017 Q2	$143K	Hold	5,898	–	–	﹤0.01%	1732
2017 Q1	$119K	Hold	5,898	–	–	﹤0.01%	1845
2016 Q4	$177K	Sell	5,898 -3,075	-34%	-$82K	﹤0.01%	1471
2016 Q3	$317K	Buy	8,973 +3,075	+52%	+$105K	﹤0.01%	1152
2016 Q2	$199K	Buy	+5,898	New	+$209K	﹤0.01%	1257

Other funds holding OPB

Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return

FIG

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

SCGM

Starwood Capital Group Management Miami Beach, Florida $188M AUM 17.68% 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

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

ECA

Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return

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

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

MCA

Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 1-Year Est. Return

Creative Planning's OPB Position: Q4 2018 in Review

Creative Planning sold out of Opus Bank Common Stock (OPB) in Q4 2018, closing a stake of 59,638 shares — an estimated $1.63M sold.

Creative Planning first reported a position in OPB in Q2 2016 and held it in 7 quarters. The position peaked at $1.78M in Q2 2018. 134 funds tracked by Wall St. Rank hold OPB as of Q4 2018.

Creative Planning reported no remaining Opus Bank Common Stock position as of Q4 2018 after selling out during the quarter.
Creative Planning sold 59,638 Opus Bank Common Stock shares in Q4 2018, an estimated $1.63M.
Creative Planning first reported a position in Opus Bank Common Stock in Q2 2016 and held it in 7 quarters.
Creative Planning's Opus Bank Common Stock position peaked at $1.78M in Q2 2018.
134 funds tracked by Wall St. Rank held Opus Bank Common Stock as of Q4 2018.

Based on Creative Planning's 13F filing for Q4 2018, filed 1 Feb 2019.