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Integrated Wealth Management (Palm Desert)’s Opko Health OPK Stock Holding History

Integrated Wealth Management (Palm Desert)’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 		– Sell
-2,000
Closed -$20K – 1285
2015
Q4 		$20K Hold
2,000
– – 0.01% 583
2015
Q3 		$17K Hold
2,000
– – 0.01% 628
2015
Q2 		$32K Buy
+2,000
New +$31.1K 0.01% 479

Other funds holding OPK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Morgan Stanley
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 18.13% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s OPK Position: Q1 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of Opko Health (OPK) in Q1 2016, closing a stake of 2,000 shares — an estimated $20K sold.

Integrated Wealth Management (Palm Desert) first reported a position in OPK in Q2 2015 and held it in 3 quarters. The position peaked at $32K in Q2 2015. 259 funds tracked by Wall St. Rank hold OPK as of Q1 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining Opko Health position as of Q1 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 2,000 Opko Health shares in Q1 2016, an estimated $20K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Opko Health in Q2 2015 and held it in 3 quarters.
  • Integrated Wealth Management (Palm Desert)'s Opko Health position peaked at $32K in Q2 2015.
  • 259 funds tracked by Wall St. Rank held Opko Health as of Q1 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q1 2016, filed 22 Apr 2016.