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LBMC Investment Advisors’s Opko Health OPK Stock Holding History

LBMC Investment Advisors’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
2014
Q3 		– Sell
-1,622,341
Closed -$14.3M – 55
2014
Q2 		$14.3M Buy
+1,622,341
New +$14.2M 3.88% 8
2013
Q4 		– Sell
-1,105,239
Closed -$9.74M – 53
2013
Q3 		$9.74M Buy
+1,105,239
New +$8.87M 2.88% 11

Other funds holding OPK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
OIM
Oracle Investment Management Greenwich, Connecticut $168M AUM 42.86% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LBMC Investment Advisors's OPK Position: Q3 2014 in Review

LBMC Investment Advisors sold out of Opko Health (OPK) in Q3 2014, closing a stake of 1,622,341 shares — an estimated $14.3M sold.

LBMC Investment Advisors first reported a position in OPK in Q3 2013 and held it in 2 quarters. The position peaked at $14.3M in Q2 2014. 183 funds tracked by Wall St. Rank hold OPK as of Q3 2014.

  • LBMC Investment Advisors reported no remaining Opko Health position as of Q3 2014 after selling out during the quarter.
  • LBMC Investment Advisors sold 1,622,341 Opko Health shares in Q3 2014, an estimated $14.3M.
  • LBMC Investment Advisors first reported a position in Opko Health in Q3 2013 and held it in 2 quarters.
  • LBMC Investment Advisors's Opko Health position peaked at $14.3M in Q2 2014.
  • 183 funds tracked by Wall St. Rank held Opko Health as of Q3 2014.

Based on LBMC Investment Advisors's 13F filing for Q3 2014, filed 22 Oct 2014.