LTFS
OPB

Ladenburg Thalmann Financial Services’s Opus Bank Common Stock OPB Stock Holding History

Ladenburg Thalmann Financial Services’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 		$103K Sell
3,977
-949
-19% -$23.5K ﹤0.01% 2992
2019
Q3 		$107K Sell
4,926
-55
-1% -$1.17K ﹤0.01% 2891
2019
Q2 		$105K Sell
4,981
-48
-1% -$1.01K ﹤0.01% 2943
2019
Q1 		$100K Buy
5,029
+30
+0.6% +$636 ﹤0.01% 2884
2018
Q4 		$99K Buy
4,999
+222
+5% +$4.73K ﹤0.01% 2761
2018
Q3 		$131K Sell
4,777
-800
-14% -$22.9K ﹤0.01% 2631
2018
Q2 		$156K Hold
5,577
– – ﹤0.01% 2429
2018
Q1 		$156K Sell
5,577
-800
-13% -$22.6K ﹤0.01% 2429
2017
Q4 		$174K Sell
6,377
-38
-0.6% -$985 ﹤0.01% 2307
2017
Q3 		$154K Sell
6,415
-10
-0.2% -$232 ﹤0.01% 2299
2017
Q2 		$155K Buy
6,425
+48
+0.8% +$1.06K ﹤0.01% 2212
2017
Q1 		$128K Buy
+6,377
New +$146K ﹤0.01% 2243
2016
Q4 		– Sell
-125
Closed -$4K – 5002
2016
Q3 		$4K Sell
125
-109
-47% -$3.73K ﹤0.01% 4309
2016
Q2 		$8K Buy
234
+20
+9% +$708 ﹤0.01% 3915
2016
Q1 		$7K Sell
214
-5
-2% -$165 ﹤0.01% 3927
2015
Q4 		$8K Buy
219
+152
+227% +$5.72K ﹤0.01% 3834
2015
Q3 		$3K Hold
67
– – ﹤0.01% 4181
2015
Q2 		$2K Buy
67
+18
+37% +$581 ﹤0.01% 4388
2015
Q1 		$2K Buy
49
+18
+58% +$509 ﹤0.01% 4329
2014
Q4 		$1K Buy
+31
New +$867 ﹤0.01% 4271

Other funds holding OPB

BlackRock
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
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
EM
Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return
Vanguard Group
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
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Ladenburg Thalmann Financial Services's OPB Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services reduced its Opus Bank Common Stock (OPB) stake by 19% in Q4 2019, selling an estimated $23.5K and leaving 3,977 shares worth $103K. The position accounts for ﹤0.01% of the portfolio, ranked #2992.

Ladenburg Thalmann Financial Services first reported a position in OPB in Q4 2014 and has held it in 20 quarters since. The position peaked at $174K in Q4 2017. 146 funds tracked by Wall St. Rank hold OPB as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 3,977 shares of Opus Bank Common Stock worth $103K as of Q4 2019.
  • Ladenburg Thalmann Financial Services sold 949 Opus Bank Common Stock shares in Q4 2019, an estimated $23.5K.
  • Opus Bank Common Stock made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #2992 holding.
  • Ladenburg Thalmann Financial Services first reported a position in Opus Bank Common Stock in Q4 2014 and has held it in 20 quarters since.
  • Ladenburg Thalmann Financial Services's Opus Bank Common Stock position peaked at $174K in Q4 2017.
  • 146 funds tracked by Wall St. Rank held Opus Bank Common Stock as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.