FIM
OPB

Foresters Investment Management’s Opus Bank Common Stock OPB Stock Holding History

Foresters Investment Management’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
2016
Q4 		– Sell
-105,000
Closed -$3.71M – 389
2016
Q3 		$3.71M Sell
105,000
-32,000
-23% -$1.09M 0.07% 249
2016
Q2 		$4.63M Buy
137,000
+31,800
+30% +$1.13M 0.09% 224
2016
Q1 		$3.58M Buy
+105,200
New +$3.46M 0.07% 246

Other funds holding OPB

FIG
Fortress Investment Group New York $394M AUM 22.99% 1-Year Est. Return
EM
Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return
SCGM
Starwood Capital Group Management Miami Beach, Florida $188M AUM 17.68% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Foresters Investment Management's OPB Position: Q4 2016 in Review

Foresters Investment Management sold out of Opus Bank Common Stock (OPB) in Q4 2016, closing a stake of 105,000 shares — an estimated $3.71M sold.

Foresters Investment Management first reported a position in OPB in Q1 2016 and held it in 3 quarters. The position peaked at $4.63M in Q2 2016. 132 funds tracked by Wall St. Rank hold OPB as of Q4 2016.

  • Foresters Investment Management reported no remaining Opus Bank Common Stock position as of Q4 2016 after selling out during the quarter.
  • Foresters Investment Management sold 105,000 Opus Bank Common Stock shares in Q4 2016, an estimated $3.71M.
  • Foresters Investment Management first reported a position in Opus Bank Common Stock in Q1 2016 and held it in 3 quarters.
  • Foresters Investment Management's Opus Bank Common Stock position peaked at $4.63M in Q2 2016.
  • 132 funds tracked by Wall St. Rank held Opus Bank Common Stock as of Q4 2016.

Based on Foresters Investment Management's 13F filing for Q4 2016, filed 14 Feb 2017.