LWAC
OMEX icon

Laurel Wealth Advisors (California)’s Odyssey Marine Exploration OMEX Stock Holding History

Laurel Wealth Advisors (California)’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
2016
Q1 		– Sell
-2,783
Closed -$9K – 346
2015
Q4 		$9K Buy
+2,783
New +$12K ﹤0.01% 322

Other funds holding OMEX

BC
Brinker Capital Berwyn, Pennsylvania $3.13B AUM 9.04% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
GL
GLG LLC New York $1.39B AUM 24.01% 1-Year Est. Return
PMG
ProVise Management Group Clearwater, Florida $1.49B AUM 21.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Laurel Wealth Advisors (California)'s OMEX Position: Q1 2016 in Review

Laurel Wealth Advisors (California) sold out of Odyssey Marine Exploration (OMEX) in Q1 2016, closing a stake of 2,783 shares — an estimated $9K sold.

Laurel Wealth Advisors (California) first reported a position in OMEX in Q4 2015 and held it in 1 quarter. The position peaked at $9K in Q4 2015. 32 funds tracked by Wall St. Rank hold OMEX as of Q1 2016.

  • Laurel Wealth Advisors (California) reported no remaining Odyssey Marine Exploration position as of Q1 2016 after selling out during the quarter.
  • Laurel Wealth Advisors (California) sold 2,783 Odyssey Marine Exploration shares in Q1 2016, an estimated $9K.
  • Laurel Wealth Advisors (California) first reported a position in Odyssey Marine Exploration in Q4 2015 and held it in 1 quarter.
  • Laurel Wealth Advisors (California)'s Odyssey Marine Exploration position peaked at $9K in Q4 2015.
  • 32 funds tracked by Wall St. Rank held Odyssey Marine Exploration as of Q1 2016.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q1 2016, filed 6 Jul 2016.