KPCM
OPB

Kings Point Capital Management’s Opus Bank Common Stock OPB Stock Holding History

Kings Point 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
2016
Q3 		– Sell
-476
Closed -$16K – 340
2016
Q2 		$16K Hold
476
– – ﹤0.01% 279
2016
Q1 		$16K Hold
476
– – ﹤0.01% 285
2015
Q4 		$18K Buy
+476
New +$17.9K ﹤0.01% 305

Other funds holding OPB

FIG
Fortress Investment Group New York $394M AUM 22.99% 1-Year Est. Return
EM
Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return
SCGM
Starwood Capital Group Management Miami Beach, Florida $188M AUM 17.68% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.85B AUM 140.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Kings Point Capital Management's OPB Position: Q3 2016 in Review

Kings Point Capital Management sold out of Opus Bank Common Stock (OPB) in Q3 2016, closing a stake of 476 shares — an estimated $16K sold.

Kings Point Capital Management first reported a position in OPB in Q4 2015 and held it in 3 quarters. The position peaked at $18K in Q4 2015. 130 funds tracked by Wall St. Rank hold OPB as of Q3 2016.

  • Kings Point Capital Management reported no remaining Opus Bank Common Stock position as of Q3 2016 after selling out during the quarter.
  • Kings Point Capital Management sold 476 Opus Bank Common Stock shares in Q3 2016, an estimated $16K.
  • Kings Point Capital Management first reported a position in Opus Bank Common Stock in Q4 2015 and held it in 3 quarters.
  • Kings Point Capital Management's Opus Bank Common Stock position peaked at $18K in Q4 2015.
  • 130 funds tracked by Wall St. Rank held Opus Bank Common Stock as of Q3 2016.

Based on Kings Point Capital Management's 13F filing for Q3 2016, filed 4 Nov 2016.