Kennedy Capital Management’s Opus Bank Common Stock OPB Stock Holding History

Kennedy Capital Management’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 Q4	–	Sell	-123,014	Closed	-$2.68M	–	750
2019 Q3	$2.68M	Buy	123,014 +77,001	+167%	+$1.63M	0.07%	480
2019 Q2	$971K	Buy	+46,013	New	+$970K	0.02%	606
2017 Q1	–	Sell	-580,343	Closed	-$17.4M	–	774
2016 Q4	$17.4M	Sell	580,343 -3,641	-0.6%	-$97.1K	0.3%	80
2016 Q3	$20.7M	Sell	583,984 -120,834	-17%	-$4.13M	0.4%	48
2016 Q2	$23.8M	Buy	704,818 +81,561	+13%	+$2.89M	0.48%	21
2016 Q1	$21.2M	Buy	623,257 +46,131	+8%	+$1.52M	0.43%	34
2015 Q4	$21.3M	Buy	577,126 +497,969	+629%	+$18.7M	0.43%	30
2015 Q3	$3.03M	Sell	79,157 -295	-0.4%	-$11.1K	0.06%	486
2015 Q2	$2.88M	Sell	79,452 -548	-0.7%	-$17.7K	0.05%	522
2015 Q1	$2.47M	Buy	+80,000	New	+$2.26M	0.04%	543

Other funds holding OPB

BlackRock New York $5.72T AUM 30.48% 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

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

ACB

Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return

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

FCM

FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Kennedy Capital Management's OPB Position: Q4 2019 in Review

Kennedy Capital Management sold out of Opus Bank Common Stock (OPB) in Q4 2019, closing a stake of 123,014 shares — an estimated $2.68M sold.

Kennedy Capital Management first reported a position in OPB in Q1 2015 and held it in 10 quarters. The position peaked at $23.8M in Q2 2016. 146 funds tracked by Wall St. Rank hold OPB as of Q4 2019.

Kennedy Capital Management reported no remaining Opus Bank Common Stock position as of Q4 2019 after selling out during the quarter.
Kennedy Capital Management sold 123,014 Opus Bank Common Stock shares in Q4 2019, an estimated $2.68M.
Kennedy Capital Management first reported a position in Opus Bank Common Stock in Q1 2015 and held it in 10 quarters.
Kennedy Capital Management's Opus Bank Common Stock position peaked at $23.8M in Q2 2016.
146 funds tracked by Wall St. Rank held Opus Bank Common Stock as of Q4 2019.

Based on Kennedy Capital Management's 13F filing for Q4 2019, filed 14 Feb 2020.