IFWM
ODP

Institute for Wealth Management’s ODP ODP Stock Holding History

Institute for Wealth Management’s Portfolio ODP Stock Details ODP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-1,004
Closed -$34K – 358
2017
Q4 		$34K Buy
+1,004
New +$34.8K 0.01% 385
2017
Q3 		– Sell
-1,481
Closed -$81K – 348
2017
Q2 		$81K Buy
+1,481
New +$76.1K 0.02% 404

Other funds holding ODP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
THLTP
Thomas H. Lee (THL) Partners Boston, Massachusetts $205M AUM 1.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FC
Fairpointe Capital Chicago, Illinois $66.3M AUM 101.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AP
Antipodes Partners Royal Exchange, Australia $5.19B AUM 36.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Institute for Wealth Management's ODP Position: Q1 2018 in Review

Institute for Wealth Management sold out of ODP (ODP) in Q1 2018, closing a stake of 1,004 shares — an estimated $34K sold.

Institute for Wealth Management first reported a position in ODP in Q2 2017 and held it in 2 quarters. The position peaked at $81K in Q2 2017. 239 funds tracked by Wall St. Rank hold ODP as of Q1 2018.

  • Institute for Wealth Management reported no remaining ODP position as of Q1 2018 after selling out during the quarter.
  • Institute for Wealth Management sold 1,004 ODP shares in Q1 2018, an estimated $34K.
  • Institute for Wealth Management first reported a position in ODP in Q2 2017 and held it in 2 quarters.
  • Institute for Wealth Management's ODP position peaked at $81K in Q2 2017.
  • 239 funds tracked by Wall St. Rank held ODP as of Q1 2018.

Based on Institute for Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.