LKIM
OPB

Lawson Kroeker Investment Management’s Opus Bank Common Stock OPB Stock Holding History

Lawson Kroeker Investment 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
Q2 		– Sell
-166,625
Closed -$3.3M – 63
2019
Q1 		$3.3M Sell
166,625
-1,575
-0.9% -$33.4K 1.18% 29
2018
Q4 		$3.29M Sell
168,200
-4,005
-2% -$85.4K 1.29% 28
2018
Q3 		$4.72M Buy
172,205
+11,230
+7% +$321K 1.53% 26
2018
Q2 		$4.62M Sell
160,975
-69,580
-30% -$2.01M 1.65% 26
2018
Q1 		$6.46M Sell
230,555
-615
-0.3% -$17.4K 2.11% 19
2017
Q4 		$6.31M Sell
231,170
-21,000
-8% -$544K 2.03% 21
2017
Q3 		$6.05M Sell
252,170
-9,075
-3% -$210K 1.91% 21
2017
Q2 		$6.32M Sell
261,245
-33,300
-11% -$734K 2.12% 19
2017
Q1 		$5.93M Buy
294,545
+92,805
+46% +$2.12M 2.01% 21
2016
Q4 		$6.06M Buy
201,740
+33,085
+20% +$883K 2.08% 21
2016
Q3 		$5.96M Buy
168,655
+1,375
+0.8% +$47K 1.93% 22
2016
Q2 		$5.65M Sell
167,280
-6,390
-4% -$226K 1.88% 25
2016
Q1 		$5.91M Buy
+173,670
New +$5.72M 2.03% 21

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
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return

Lawson Kroeker Investment Management's OPB Position: Q2 2019 in Review

Lawson Kroeker Investment Management sold out of Opus Bank Common Stock (OPB) in Q2 2019, closing a stake of 166,625 shares — an estimated $3.3M sold.

Lawson Kroeker Investment Management first reported a position in OPB in Q1 2016 and held it in 13 quarters. The position peaked at $6.46M in Q1 2018. 135 funds tracked by Wall St. Rank hold OPB as of Q2 2019.

  • Lawson Kroeker Investment Management reported no remaining Opus Bank Common Stock position as of Q2 2019 after selling out during the quarter.
  • Lawson Kroeker Investment Management sold 166,625 Opus Bank Common Stock shares in Q2 2019, an estimated $3.3M.
  • Lawson Kroeker Investment Management first reported a position in Opus Bank Common Stock in Q1 2016 and held it in 13 quarters.
  • Lawson Kroeker Investment Management's Opus Bank Common Stock position peaked at $6.46M in Q1 2018.
  • 135 funds tracked by Wall St. Rank held Opus Bank Common Stock as of Q2 2019.

Based on Lawson Kroeker Investment Management's 13F filing for Q2 2019, filed 16 Jul 2019.