EWA
OPGN

EP Wealth Advisors’s OpGen, Inc OPGN Stock Holding History

EP Wealth Advisors’s Portfolio OPGN Stock Details OPGN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-1
Closed -$81K – 196
2017
Q1 		$81K Buy
+1
New +$112K 0.01% 158
2016
Q4 		– Hold
0
– – – 140

Other funds holding OPGN

VVM
Versant Venture Management San Francisco, California $163M AUM 240.43% 1-Year Est. Return
SM
Sabby Management Miami Beach, Florida $111M AUM 74.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
TSS
Two Sigma Securities New York $1.16B AUM 36.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return
HIMC
Heritage Investors Management Corp Bethesda, Maryland $3.61B AUM 35.86% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return

EP Wealth Advisors's OPGN Position: Q2 2017 in Review

EP Wealth Advisors sold out of OpGen, Inc (OPGN) in Q2 2017, closing a stake of 1 share — an estimated $81K sold.

EP Wealth Advisors first reported a position in OPGN in Q1 2017 and held it in 1 quarter. The position peaked at $81K in Q1 2017. 3 funds tracked by Wall St. Rank hold OPGN as of Q2 2017.

  • EP Wealth Advisors reported no remaining OpGen, Inc position as of Q2 2017 after selling out during the quarter.
  • EP Wealth Advisors sold 1 OpGen, Inc share in Q2 2017, an estimated $81K.
  • EP Wealth Advisors first reported a position in OpGen, Inc in Q1 2017 and held it in 1 quarter.
  • EP Wealth Advisors's OpGen, Inc position peaked at $81K in Q1 2017.
  • 3 funds tracked by Wall St. Rank held OpGen, Inc as of Q2 2017.

Based on EP Wealth Advisors's 13F filing for Q2 2017, filed 17 Aug 2017.