LWM
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LBA Wealth Management’s Opko Health OPK Stock Holding History

LBA Wealth Management’s Portfolio OPK Stock Details OPK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		$4K Hold
500
– – ﹤0.01% 380
2016
Q4 		$5K Hold
500
– – ﹤0.01% 365
2016
Q3 		$5K Hold
500
– – ﹤0.01% 372
2016
Q2 		$5K Hold
500
– – ﹤0.01% 359
2016
Q1 		$5K Buy
+500
New +$4.57K ﹤0.01% 350

Other funds holding OPK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OIM
Oracle Investment Management Greenwich, Connecticut $168M AUM 42.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

LBA Wealth Management's OPK Position: Q1 2017 in Review

LBA Wealth Management held its Opko Health (OPK) position steady in Q1 2017 at 500 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #380.

LBA Wealth Management first reported a position in OPK in Q1 2016 and has held it in 5 quarters since. The position peaked at $5K in Q4 2016. 245 funds tracked by Wall St. Rank hold OPK as of Q1 2017.

  • LBA Wealth Management held 500 shares of Opko Health worth $4K as of Q1 2017.
  • LBA Wealth Management left its Opko Health share count unchanged in Q1 2017.
  • Opko Health made up ﹤0.01% of LBA Wealth Management's portfolio in Q1 2017, its #380 holding.
  • LBA Wealth Management first reported a position in Opko Health in Q1 2016 and has held it in 5 quarters since.
  • LBA Wealth Management's Opko Health position peaked at $5K in Q4 2016.
  • 245 funds tracked by Wall St. Rank held Opko Health as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.