IP
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Intellectus Partners’s Odyssey Marine Exploration OMEX Stock Holding History

Intellectus Partners’s Portfolio OMEX Stock Details OMEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-1,250
Closed -$5K – 624
2017
Q4 		$5K Sell
1,250
-9,167
-88% -$36K ﹤0.01% 547
2017
Q3 		$45K Hold
10,417
– – 0.02% 410
2017
Q2 		$38K Hold
10,417
– – 0.02% 418
2017
Q1 		$41K Sell
10,417
-56
-0.5% -$236 0.02% 368
2016
Q4 		$36K Buy
+10,473
New +$40.8K 0.02% 376

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Man Group
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Group One Trading
Group One Trading Chicago, Illinois $3.03B AUM 104.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PMG
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Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
G
GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return