MFT
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Moisand Fitzgerald Tamayo’s Opus Small Cap Value ETF OSCV Stock Holding History

Moisand Fitzgerald Tamayo’s Portfolio OSCV Stock Details OSCV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-2,936
Closed -$35K – 284
2019
Q3 		$35K Buy
+2,936
New +$74.6K 0.02% 132

Other funds holding OSCV

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
SWM
Sugarloaf Wealth Management Duluth, Georgia $529M AUM 14.14% 1-Year Est. Return
FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Moisand Fitzgerald Tamayo's OSCV Position: Q4 2019 in Review

Moisand Fitzgerald Tamayo sold out of Opus Small Cap Value ETF (OSCV) in Q4 2019, closing a stake of 2,936 shares — an estimated $35K sold.

Moisand Fitzgerald Tamayo first reported a position in OSCV in Q3 2019 and held it in 1 quarter. The position peaked at $35K in Q3 2019. 6 funds tracked by Wall St. Rank hold OSCV as of Q4 2019.

  • Moisand Fitzgerald Tamayo reported no remaining Opus Small Cap Value ETF position as of Q4 2019 after selling out during the quarter.
  • Moisand Fitzgerald Tamayo sold 2,936 Opus Small Cap Value ETF shares in Q4 2019, an estimated $35K.
  • Moisand Fitzgerald Tamayo first reported a position in Opus Small Cap Value ETF in Q3 2019 and held it in 1 quarter.
  • Moisand Fitzgerald Tamayo's Opus Small Cap Value ETF position peaked at $35K in Q3 2019.
  • 6 funds tracked by Wall St. Rank held Opus Small Cap Value ETF as of Q4 2019.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q4 2019, filed 16 Jan 2020.