Independent Portfolio Consultants’s Opus Bank Common Stock OPB Stock Holding History

Independent Portfolio Consultants’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	-18,020	Closed	-$637K	–	869
2016 Q3	$637K	Buy	18,020 +3,360	+23%	+$115K	0.2%	185
2016 Q2	$496K	Buy	14,660 +5,260	+56%	+$186K	0.16%	217
2016 Q1	$320K	Sell	9,400 -300	-3%	-$9.88K	0.09%	277
2015 Q4	$359K	Sell	9,700 -4,270	-31%	-$161K	0.11%	251
2015 Q3	$534K	Sell	13,970 -30	-0.2%	-$1.13K	0.12%	235
2015 Q2	$507K	Buy	14,000 +840	+6%	+$27.1K	0.1%	251
2015 Q1	$406K	Sell	13,160 -615	-4%	-$17.4K	0.08%	269
2014 Q4	$391K	Buy	+13,775	New	+$385K	0.08%	281

Other funds holding OPB

FIG

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

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 18.14% 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 $2.85B AUM 140.52% 1-Year Est. Return

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

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

Emerald Advisers Leola, Pennsylvania $4.25B AUM 141.71% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Independent Portfolio Consultants's OPB Position: Q4 2016 in Review

Independent Portfolio Consultants sold out of Opus Bank Common Stock (OPB) in Q4 2016, closing a stake of 18,020 shares — an estimated $637K sold.

Independent Portfolio Consultants first reported a position in OPB in Q4 2014 and held it in 8 quarters. The position peaked at $637K in Q3 2016. 132 funds tracked by Wall St. Rank hold OPB as of Q4 2016.

Independent Portfolio Consultants reported no remaining Opus Bank Common Stock position as of Q4 2016 after selling out during the quarter.
Independent Portfolio Consultants sold 18,020 Opus Bank Common Stock shares in Q4 2016, an estimated $637K.
Independent Portfolio Consultants first reported a position in Opus Bank Common Stock in Q4 2014 and held it in 8 quarters.
Independent Portfolio Consultants's Opus Bank Common Stock position peaked at $637K in Q3 2016.
132 funds tracked by Wall St. Rank held Opus Bank Common Stock as of Q4 2016.

Based on Independent Portfolio Consultants's 13F filing for Q4 2016, filed 12 Jan 2017.