Gupta Wealth Management’s Opko Health OPK Stock Holding History

Gupta 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 Q1	$649K	Sell	62,450 -13,270	-18%	-$121K	0.15%	119
2015 Q4	$761K	Buy	75,720 +40,000	+112%	+$401K	0.19%	104
2015 Q3	$300K	Sell	35,720 -1,481	-4%	-$19.6K	0.07%	185
2015 Q2	$598K	Sell	37,201 -6,780	-15%	-$105K	0.15%	126
2015 Q1	$623K	Buy	+43,981	New	+$572K	0.18%	110

Other funds holding OPK

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

OIM

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

MTWSIF

Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $759M AUM 84.08% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Gupta Wealth Management's OPK Position: Q1 2016 in Review

Gupta Wealth Management reduced its Opko Health (OPK) stake by 18% in Q1 2016, selling an estimated $121K and leaving 62,450 shares worth $649K. The position accounts for 0.15% of the portfolio, ranked #119.

Gupta Wealth Management first reported a position in OPK in Q1 2015 and has held it in 5 quarters since. The position peaked at $761K in Q4 2015. 259 funds tracked by Wall St. Rank hold OPK as of Q1 2016.

Gupta Wealth Management held 62,450 shares of Opko Health worth $649K as of Q1 2016.
Gupta Wealth Management sold 13,270 Opko Health shares in Q1 2016, an estimated $121K.
Opko Health made up 0.15% of Gupta Wealth Management's portfolio in Q1 2016, its #119 holding.
Gupta Wealth Management first reported a position in Opko Health in Q1 2015 and has held it in 5 quarters since.
Gupta Wealth Management's Opko Health position peaked at $761K in Q4 2015.
259 funds tracked by Wall St. Rank held Opko Health as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.