JA
OPB

JOYN Advisors’s Opus Bank Common Stock OPB Stock Holding History

JOYN Advisors’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
2019
Q1 		– Sell
-998
Closed -$20K – 1663
2018
Q4 		$20K Buy
+998
New +$21.3K ﹤0.01% 679
2018
Q3 		– Sell
-29
Closed -$1K – 1954
2018
Q2 		$1K Buy
+29
New +$836 ﹤0.01% 1709

Other funds holding OPB

EM
Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return
FIG
Fortress Investment Group New York $394M AUM 22.99% 1-Year Est. Return
SCGM
Starwood Capital Group Management Miami Beach, Florida $188M AUM 17.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JOYN Advisors's OPB Position: Q1 2019 in Review

JOYN Advisors sold out of Opus Bank Common Stock (OPB) in Q1 2019, closing a stake of 998 shares — an estimated $20K sold.

JOYN Advisors first reported a position in OPB in Q2 2018 and held it in 2 quarters. The position peaked at $20K in Q4 2018. 137 funds tracked by Wall St. Rank hold OPB as of Q1 2019.

  • JOYN Advisors reported no remaining Opus Bank Common Stock position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 998 Opus Bank Common Stock shares in Q1 2019, an estimated $20K.
  • JOYN Advisors first reported a position in Opus Bank Common Stock in Q2 2018 and held it in 2 quarters.
  • JOYN Advisors's Opus Bank Common Stock position peaked at $20K in Q4 2018.
  • 137 funds tracked by Wall St. Rank held Opus Bank Common Stock as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.