Edge Wealth Management’s Opko Health OPK Stock Holding History

Edge Wealth Management’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 Q4	–	Sell	-1,549	Closed	-$16K	–	516
2016 Q3	$16K	Hold	1,549	–	–	0.01%	293
2016 Q2	$15K	Hold	1,549	–	–	0.01%	275
2016 Q1	$16K	Sell	1,549 -900	-37%	-$8.22K	0.01%	246
2015 Q4	$25K	Hold	2,449	–	–	0.01%	227
2015 Q3	$20K	Buy	2,449 +630	+35%	+$8.34K	0.01%	239
2015 Q2	$29K	Sell	1,819 -750	-29%	-$11.7K	0.01%	228
2015 Q1	$37K	Sell	2,569 -2,550	-50%	-$33.2K	0.01%	211
2014 Q4	$51K	Buy	5,119 +600	+13%	+$5.14K	0.02%	191
2014 Q3	$39K	Hold	4,519	–	–	0.02%	211
2014 Q2	$40K	Hold	4,519	–	–	0.02%	198
2014 Q1	$42K	Buy	4,519 +3,000	+197%	+$26.3K	0.02%	187
2013 Q4	$13K	Buy	+1,519	New	+$15.4K	0.01%	250

Other funds holding OPK

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

OIM

Oracle Investment Management Greenwich, Connecticut $168M AUM 42.86% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Edge Wealth Management's OPK Position: Q4 2016 in Review

Edge Wealth Management sold out of Opko Health (OPK) in Q4 2016, closing a stake of 1,549 shares — an estimated $16K sold.

Edge Wealth Management first reported a position in OPK in Q4 2013 and held it in 12 quarters. The position peaked at $51K in Q4 2014. 256 funds tracked by Wall St. Rank hold OPK as of Q4 2016.

Edge Wealth Management reported no remaining Opko Health position as of Q4 2016 after selling out during the quarter.
Edge Wealth Management sold 1,549 Opko Health shares in Q4 2016, an estimated $16K.
Edge Wealth Management first reported a position in Opko Health in Q4 2013 and held it in 12 quarters.
Edge Wealth Management's Opko Health position peaked at $51K in Q4 2014.
256 funds tracked by Wall St. Rank held Opko Health as of Q4 2016.

Based on Edge Wealth Management's 13F filing for Q4 2016, filed 24 Jan 2017.